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Aventura Private Wealth’s American Healthcare REIT AHR Stock Holding History

Aventura Private Wealth’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 		$4.12K Buy
+79
New +$3.88K ﹤0.01% 719
2025
Q2 		– Sell
-867
Closed -$26.3K – 846
2025
Q1 		$26.3K Hold
867
– – 0.01% 326
2024
Q4 		$24.6K Buy
+867
New +$23.3K 0.01% 328

Other funds holding AHR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aventura Private Wealth's AHR Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in American Healthcare REIT (AHR) in Q2 2026: 79 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in AHR as recently as Q1 2025.

Aventura Private Wealth first reported a position in AHR in Q4 2024 and has held it in 3 quarters since. The position peaked at $26.3K in Q1 2025. 119 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Aventura Private Wealth held 79 shares of American Healthcare REIT worth $4.12K as of Q2 2026.
  • American Healthcare REIT was a new Aventura Private Wealth position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #719 holding.
  • Aventura Private Wealth first reported a position in American Healthcare REIT in Q4 2024 and has held it in 3 quarters since.
  • Aventura Private Wealth's American Healthcare REIT position peaked at $26.3K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.