ACA
AHR icon

Aptus Capital Advisors’s American Healthcare REIT AHR Stock Holding History

Aptus Capital Advisors’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 		$17.5M Buy
336,299
+6,597
+2% +$324K 0.12% 144
2026
Q1 		$15.5M Buy
329,702
+1,859
+0.6% +$92.2K 0.12% 151
2025
Q4 		$15.4M Buy
327,843
+524
+0.2% +$24.3K 0.11% 158
2025
Q3 		$13.8M Buy
327,319
+42,852
+15% +$1.72M 0.1% 168
2025
Q2 		$10.5M Buy
284,467
+25,040
+10% +$832K 0.09% 185
2025
Q1 		$7.86M Buy
+259,427
New +$7.48M 0.08% 207

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

Aptus Capital Advisors's AHR Position: Q2 2026 in Review

Aptus Capital Advisors increased its American Healthcare REIT (AHR) stake by 2% in Q2 2026, buying an estimated $324K and bringing the position to 336,299 shares worth $17.5M. The position accounts for 0.12% of the portfolio, ranked #144.

Aptus Capital Advisors first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Aptus Capital Advisors held 336,299 shares of American Healthcare REIT worth $17.5M as of Q2 2026.
  • Aptus Capital Advisors bought 6,597 American Healthcare REIT shares in Q2 2026, an estimated $324K.
  • American Healthcare REIT made up 0.12% of Aptus Capital Advisors's portfolio in Q2 2026, its #144 holding.
  • Aptus Capital Advisors first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.