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Advisory Services Network’s American Healthcare REIT AHR Stock Holding History

Advisory Services Network’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
Q1 		$12.5K Buy
+266
New +$13.2K ﹤0.01% 3445
2025
Q4 		– Sell
-2,414
Closed -$101K – 4323
2025
Q3 		$101K Buy
+2,414
New +$97K ﹤0.01% 2068

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advisory Services Network's AHR Position: Q1 2026 in Review

Advisory Services Network opened a new position in American Healthcare REIT (AHR) in Q1 2026: 266 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #3445 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in AHR as recently as Q3 2025.

Advisory Services Network first reported a position in AHR in Q3 2025 and has held it in 2 quarters since. The position peaked at $101K in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Advisory Services Network held 266 shares of American Healthcare REIT worth $12.5K as of Q1 2026.
  • American Healthcare REIT was a new Advisory Services Network position in Q1 2026.
  • American Healthcare REIT made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3445 holding.
  • Advisory Services Network first reported a position in American Healthcare REIT in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's American Healthcare REIT position peaked at $101K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.