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Bahl & Gaynor’s American Healthcare REIT AHR Stock Holding History

Bahl & Gaynor’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 		$69.9M Buy
1,340,954
+132,675
+11% +$6.52M 0.32% 84
2026
Q1 		$57M Buy
1,208,279
+1,069,159
+769% +$53M 0.29% 90
2025
Q4 		$6.55M Buy
+139,120
New +$6.45M 0.03% 168

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

Bahl & Gaynor's AHR Position: Q2 2026 in Review

Bahl & Gaynor increased its American Healthcare REIT (AHR) stake by 11% in Q2 2026, buying an estimated $6.52M and bringing the position to 1,340,954 shares worth $69.9M. The position accounts for 0.32% of the portfolio, ranked #84.

Bahl & Gaynor first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Bahl & Gaynor held 1,340,954 shares of American Healthcare REIT worth $69.9M as of Q2 2026.
  • Bahl & Gaynor bought 132,675 American Healthcare REIT shares in Q2 2026, an estimated $6.52M.
  • American Healthcare REIT made up 0.32% of Bahl & Gaynor's portfolio in Q2 2026, its #84 holding.
  • Bahl & Gaynor first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.