AT
AHR icon

Avalon Trust’s American Healthcare REIT AHR Stock Holding History

Avalon Trust’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 		$51.6K Hold
989
– – ﹤0.01% 275
2026
Q1 		$46.6K Hold
989
– – ﹤0.01% 289
2025
Q4 		$46.5K Sell
989
-726
-42% -$33.7K ﹤0.01% 288
2025
Q3 		$72K Buy
+1,715
New +$68.9K ﹤0.01% 270
2025
Q2 		– Sell
-1,194
Closed -$36.2K – 472
2025
Q1 		$36.2K Buy
+1,194
New +$34.4K ﹤0.01% 285

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

Avalon Trust's AHR Position: Q2 2026 in Review

Avalon Trust held its American Healthcare REIT (AHR) position steady in Q2 2026 at 989 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Avalon Trust first reported a position in AHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $72K in Q3 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Avalon Trust held 989 shares of American Healthcare REIT worth $51.6K as of Q2 2026.
  • Avalon Trust left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #275 holding.
  • Avalon Trust first reported a position in American Healthcare REIT in Q1 2025 and has held it in 5 quarters since.
  • Avalon Trust's American Healthcare REIT position peaked at $72K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.