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Amalgamated Bank’s American Healthcare REIT AHR Stock Holding History

Amalgamated Bank’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 		$4.44M Buy
85,220
+8,781
+11% +$431K 0.03% 492
2026
Q1 		$3.6M Buy
76,439
+71,123
+1,338% +$3.53M 0.03% 549
2025
Q4 		$250K Buy
5,316
+50
+0.9% +$2.32K ﹤0.01% 1513
2025
Q3 		$221K Hold
5,266
– – ﹤0.01% 1548
2025
Q2 		$193K Hold
5,266
– – ﹤0.01% 1558
2025
Q1 		$160K Buy
5,266
+81
+2% +$2.33K ﹤0.01% 1585
2024
Q4 		$147K Buy
5,185
+2,935
+130% +$78.9K ﹤0.01% 1640
2024
Q3 		$59K Hold
2,250
– – ﹤0.01% 1802
2024
Q2 		$33K Buy
+2,250
New +$31.8K ﹤0.01% 1963

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

Amalgamated Bank's AHR Position: Q2 2026 in Review

Amalgamated Bank increased its American Healthcare REIT (AHR) stake by 11% in Q2 2026, buying an estimated $431K and bringing the position to 85,220 shares worth $4.44M. The position accounts for 0.03% of the portfolio, ranked #492.

Amalgamated Bank first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Amalgamated Bank held 85,220 shares of American Healthcare REIT worth $4.44M as of Q2 2026.
  • Amalgamated Bank bought 8,781 American Healthcare REIT shares in Q2 2026, an estimated $431K.
  • American Healthcare REIT made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #492 holding.
  • Amalgamated Bank first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.