Bank of America
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Bank of America’s American Healthcare REIT AHR Stock Holding History

Bank of America’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 		$236M Buy
4,531,958
+1,295,366
+40% +$63.6M 0.02% 708
2026
Q1 		$153M Buy
3,236,592
+710,601
+28% +$35.2M 0.01% 868
2025
Q4 		$119M Buy
2,525,991
+399,142
+19% +$18.5M 0.01% 1000
2025
Q3 		$89.3M Buy
2,126,849
+691,198
+48% +$27.8M 0.01% 1284
2025
Q2 		$52.7M Buy
1,435,651
+360,318
+34% +$12M ﹤0.01% 1666
2025
Q1 		$32.6M Sell
1,075,333
-2,717
-0.3% -$78.3K ﹤0.01% 1978
2024
Q4 		$30.6M Buy
1,078,050
+113,006
+12% +$3.04M ﹤0.01% 1900
2024
Q3 		$25.2M Buy
965,044
+894,701
+1,272% +$17.4M ﹤0.01% 2185
2024
Q2 		$1.03M Buy
70,343
+13,183
+23% +$186K ﹤0.01% 4890
2024
Q1 		$843K Buy
+57,160
New +$785K ﹤0.01% 5035

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America's AHR Position: Q2 2026 in Review

Bank of America increased its American Healthcare REIT (AHR) stake by 40% in Q2 2026, buying an estimated $63.6M and bringing the position to 4,531,958 shares worth $236M. The position accounts for 0.02% of the portfolio, ranked #708.

Bank of America first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Bank of America held 4,531,958 shares of American Healthcare REIT worth $236M as of Q2 2026.
  • Bank of America bought 1,295,366 American Healthcare REIT shares in Q2 2026, an estimated $63.6M.
  • American Healthcare REIT made up 0.02% of Bank of America's portfolio in Q2 2026, its #708 holding.
  • Bank of America first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.