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Atria Investments’s American Healthcare REIT AHR Stock Holding History

Atria Investments’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 		$364K Buy
+6,971
New +$343K ﹤0.01% 1723
2024
Q4 		– Sell
-8,148
Closed -$213K – 2008
2024
Q3 		$213K Sell
8,148
-2,281
-22% -$44.4K ﹤0.01% 1802
2024
Q2 		$152K Buy
+10,429
New +$147K ﹤0.01% 1851

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 $3.38T AUM 44.17% 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

Atria Investments's AHR Position: Q2 2026 in Review

Atria Investments opened a new position in American Healthcare REIT (AHR) in Q2 2026: 6,971 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings. This is a return to the name: Atria Investments previously reported a position in AHR as recently as Q3 2024.

Atria Investments first reported a position in AHR in Q2 2024 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Atria Investments held 6,971 shares of American Healthcare REIT worth $364K as of Q2 2026.
  • American Healthcare REIT was a new Atria Investments position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1723 holding.
  • Atria Investments first reported a position in American Healthcare REIT in Q2 2024 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.