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Aprio Wealth Management’s American Healthcare REIT AHR Stock Holding History

Aprio Wealth Management’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 		– Sell
-9,239
Closed -$436K – 669
2026
Q1 		$436K Buy
+9,239
New +$458K 0.02% 396

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

Aprio Wealth Management's AHR Position: Q2 2026 in Review

Aprio Wealth Management sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 9,239 shares — an estimated $436K sold.

Aprio Wealth Management first reported a position in AHR in Q1 2026 and held it in 1 quarter. The position peaked at $436K in Q1 2026. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Aprio Wealth Management reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 9,239 American Healthcare REIT shares in Q2 2026, an estimated $436K.
  • Aprio Wealth Management first reported a position in American Healthcare REIT in Q1 2026 and held it in 1 quarter.
  • Aprio Wealth Management's American Healthcare REIT position peaked at $436K in Q1 2026.
  • 569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.