Baird Financial Group
AHR icon

Baird Financial Group’s American Healthcare REIT AHR Stock Holding History

Baird Financial 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
Q2 		$691K Sell
13,245
-2,087
-14% -$103K ﹤0.01% 1438
2026
Q1 		$723K Buy
15,332
+3,805
+33% +$189K ﹤0.01% 1364
2025
Q4 		$542K Buy
+11,527
New +$535K ﹤0.01% 1448

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

Baird Financial Group's AHR Position: Q2 2026 in Review

Baird Financial Group reduced its American Healthcare REIT (AHR) stake by 14% in Q2 2026, selling an estimated $103K and leaving 13,245 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Baird Financial Group first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $723K in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Baird Financial Group held 13,245 shares of American Healthcare REIT worth $691K as of Q2 2026.
  • Baird Financial Group sold 2,087 American Healthcare REIT shares in Q2 2026, an estimated $103K.
  • American Healthcare REIT made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1438 holding.
  • Baird Financial Group first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Baird Financial Group's American Healthcare REIT position peaked at $723K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.