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Advisory Resource Group’s American Healthcare REIT AHR Stock Holding History

Advisory Resource Group’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 		$830K Hold
15,916
– – 0.12% 130
2026
Q1 		$751K Hold
15,916
– – 0.13% 119
2025
Q4 		$749K Sell
15,916
-2,647
-14% -$123K 0.13% 117
2025
Q3 		$780K Sell
18,563
-169
-0.9% -$6.79K 0.14% 122
2025
Q2 		$688K Sell
18,732
-6,663
-26% -$221K 0.13% 122
2025
Q1 		$769K Sell
25,395
-2,552
-9% -$73.6K 0.16% 117
2024
Q4 		$794K Sell
27,947
-938
-3% -$25.2K 0.17% 110
2024
Q3 		$754K Buy
+28,885
New +$563K 0.16% 110

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

Advisory Resource Group's AHR Position: Q2 2026 in Review

Advisory Resource Group held its American Healthcare REIT (AHR) position steady in Q2 2026 at 15,916 shares worth $830K. The position accounts for 0.12% of the portfolio, ranked #130.

Advisory Resource Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Advisory Resource Group held 15,916 shares of American Healthcare REIT worth $830K as of Q2 2026.
  • Advisory Resource Group left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.12% of Advisory Resource Group's portfolio in Q2 2026, its #130 holding.
  • Advisory Resource Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.