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Allworth Financial’s American Healthcare REIT AHR Stock Holding History

Allworth 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 		$2.11M Sell
40,385
-1,630
-4% -$80.1K 0.01% 514
2026
Q1 		$1.98M Sell
42,015
-1,122
-3% -$55.6K 0.01% 538
2025
Q4 		$2.03M Buy
43,137
+1,699
+4% +$78.8K 0.01% 512
2025
Q3 		$1.74M Sell
41,438
-15,329
-27% -$616K 0.01% 536
2025
Q2 		$2.09M Buy
56,767
+37,369
+193% +$1.24M 0.01% 471
2025
Q1 		$603K Buy
19,398
+4,470
+30% +$129K ﹤0.01% 641
2024
Q4 		$422K Buy
14,928
+10,816
+263% +$291K ﹤0.01% 731
2024
Q3 		$107K Buy
+4,112
New +$80.1K ﹤0.01% 1055

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

Allworth Financial's AHR Position: Q2 2026 in Review

Allworth Financial reduced its American Healthcare REIT (AHR) stake by 3.9% in Q2 2026, selling an estimated $80.1K and leaving 40,385 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #514.

Allworth 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.

  • Allworth Financial held 40,385 shares of American Healthcare REIT worth $2.11M as of Q2 2026.
  • Allworth Financial sold 1,630 American Healthcare REIT shares in Q2 2026, an estimated $80.1K.
  • American Healthcare REIT made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #514 holding.
  • Allworth 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.