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Advisornet Financial’s American Healthcare REIT AHR Stock Holding History

Advisornet Financial’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 		$295K Buy
5,654
+1
+0% +$49 0.01% 543
2026
Q1 		$267K Hold
5,653
– – 0.01% 538
2025
Q4 		$266K Hold
5,653
– – 0.01% 526
2025
Q3 		$237K Hold
5,653
– – 0.01% 548
2025
Q2 		$208K Sell
5,653
-86
-1% -$2.86K 0.01% 561
2025
Q1 		$174K Buy
5,739
+1,106
+24% +$31.9K 0.01% 581
2024
Q4 		$132K Hold
4,633
– – 0.01% 600
2024
Q3 		$121K Buy
+4,633
New +$90.3K 0.01% 648

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

Advisornet Financial's AHR Position: Q2 2026 in Review

Advisornet Financial increased its American Healthcare REIT (AHR) stake by 0.02% in Q2 2026, buying an estimated $49 and bringing the position to 5,654 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #543.

Advisornet Financial first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Advisornet Financial held 5,654 shares of American Healthcare REIT worth $295K as of Q2 2026.
  • Advisornet Financial bought 1 American Healthcare REIT share in Q2 2026, an estimated $49.
  • American Healthcare REIT made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #543 holding.
  • Advisornet Financial first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.