Arkadios Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Arkadios Wealth 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	$2.63M	Buy	50,350 +673	+1%	+$33.1K	0.04%	437
2026 Q1	$2.34M	Buy	49,677 +7,431	+18%	+$368K	0.04%	451
2025 Q4	$1.99M	Buy	42,246 +7,722	+22%	+$358K	0.04%	451
2025 Q3	$1.45M	Sell	34,524 -5,887	-15%	-$237K	0.03%	505
2025 Q2	$1.48M	Buy	40,411 +3,935	+11%	+$131K	0.04%	426
2025 Q1	$1.11M	Sell	36,476 -8,975	-20%	-$259K	0.04%	432
2024 Q4	$1.29M	Buy	45,451 +14,464	+47%	+$389K	0.07%	278
2024 Q3	$809K	Buy	+30,987	New	+$604K	0.05%	380

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's AHR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its American Healthcare REIT (AHR) stake by 1.4% in Q2 2026, buying an estimated $33.1K and bringing the position to 50,350 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #437.

Arkadios Wealth Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Arkadios Wealth Advisors held 50,350 shares of American Healthcare REIT worth $2.63M as of Q2 2026.
Arkadios Wealth Advisors bought 673 American Healthcare REIT shares in Q2 2026, an estimated $33.1K.
American Healthcare REIT made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #437 holding.
Arkadios Wealth Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.