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Ballentine Partners’s American Healthcare REIT AHR Stock Holding History

Ballentine Partners’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 		$550K Buy
10,543
+144
+1% +$7.08K 0.01% 539
2026
Q1 		$490K Sell
10,399
-123
-1% -$6.1K 0.01% 539
2025
Q4 		$495K Sell
10,522
-273
-3% -$12.7K 0.01% 508
2025
Q3 		$453K Buy
10,795
+50
+0.5% +$2.01K 0.01% 541
2025
Q2 		$395K Buy
10,745
+1,091
+11% +$36.3K 0.01% 570
2025
Q1 		$293K Buy
+9,654
New +$278K 0.01% 638

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

Ballentine Partners's AHR Position: Q2 2026 in Review

Ballentine Partners increased its American Healthcare REIT (AHR) stake by 1.4% in Q2 2026, buying an estimated $7.08K and bringing the position to 10,543 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #539.

Ballentine Partners first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Ballentine Partners held 10,543 shares of American Healthcare REIT worth $550K as of Q2 2026.
  • Ballentine Partners bought 144 American Healthcare REIT shares in Q2 2026, an estimated $7.08K.
  • American Healthcare REIT made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #539 holding.
  • Ballentine Partners first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.