Armstrong Advisory Group
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Armstrong Advisory Group’s American Healthcare REIT AHR Stock Holding History

Armstrong Advisory Group’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
Q3 		$564 Hold
11
– – ﹤0.01% 1007
2026
Q2 		$574 Hold
11
– – ﹤0.01% 955
2026
Q1 		$519 Hold
11
– – ﹤0.01% 933
2025
Q4 		$518 Hold
11
– – ﹤0.01% 931
2025
Q3 		$463 Hold
11
– – ﹤0.01% 919
2025
Q2 		$405 Buy
+11
New +$366 ﹤0.01% 904

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Principal Financial Group
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Armstrong Advisory Group's AHR Position: Q3 2026 in Review

Armstrong Advisory Group held its American Healthcare REIT (AHR) position steady in Q3 2026 at 11 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Armstrong Advisory Group first reported a position in AHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $574 in Q2 2026. 372 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Armstrong Advisory Group held 11 shares of American Healthcare REIT worth $564 as of Q3 2026.
  • Armstrong Advisory Group left its American Healthcare REIT share count unchanged in Q3 2026.
  • American Healthcare REIT made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #1007 holding.
  • Armstrong Advisory Group first reported a position in American Healthcare REIT in Q2 2025 and has held it in 6 quarters since.
  • Armstrong Advisory Group's American Healthcare REIT position peaked at $574 in Q2 2026.
  • 372 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.