AIFS
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A&I Financial Services’s American Healthcare REIT AHR Stock Holding History

A&I Financial Services’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Hold
7,422
– – 0.17% 58
2026
Q1 		$350K Hold
7,422
– – 0.17% 59
2025
Q4 		$349K Buy
7,422
+575
+8% +$26.7K 0.17% 59
2025
Q3 		$287K Hold
6,847
– – 0.14% 62
2025
Q2 		$252K Sell
6,847
-138
-2% -$4.59K 0.14% 67
2025
Q1 		$212K Buy
+6,985
New +$201K 0.14% 70

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

A&I Financial Services's AHR Position: Q2 2026 in Review

A&I Financial Services held its American Healthcare REIT (AHR) position steady in Q2 2026 at 7,422 shares worth $387K. The position accounts for 0.17% of the portfolio, ranked #58.

A&I Financial Services first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • A&I Financial Services held 7,422 shares of American Healthcare REIT worth $387K as of Q2 2026.
  • A&I Financial Services left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.17% of A&I Financial Services's portfolio in Q2 2026, its #58 holding.
  • A&I Financial Services first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.