Action Point Financial Planning’s American Healthcare REIT AHR Stock Holding History

Action Point Financial Planning’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	$1.32M	Buy	+25,297	New	+$1.24M	0.13%	148

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's AHR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in American Healthcare REIT (AHR) in Q2 2026: 25,297 shares worth $1.32M. The stake represents 0.13% of the portfolio and ranks #148 among its holdings.

567 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Action Point Financial Planning held 25,297 shares of American Healthcare REIT worth $1.32M as of Q2 2026.
American Healthcare REIT was a new Action Point Financial Planning position in Q2 2026.
American Healthcare REIT made up 0.13% of Action Point Financial Planning's portfolio in Q2 2026, its #148 holding.
567 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.