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Bare Financial Services’s American Healthcare REIT AHR Stock Holding History

Bare Financial Services’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 		$6.05K Buy
116
+54
+87% +$2.65K ﹤0.01% 778
2026
Q1 		$2.92K Buy
62
+20
+48% +$991 ﹤0.01% 856
2025
Q4 		$1.98K Sell
42
-11
-21% -$510 ﹤0.01% 876
2025
Q3 		$2.23K Buy
53
+13
+33% +$522 ﹤0.01% 785
2025
Q2 		$1.47K Buy
+40
New +$1.33K ﹤0.01% 799

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

Bare Financial Services's AHR Position: Q2 2026 in Review

Bare Financial Services increased its American Healthcare REIT (AHR) stake by 87% in Q2 2026, buying an estimated $2.65K and bringing the position to 116 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Bare Financial Services first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Bare Financial Services held 116 shares of American Healthcare REIT worth $6.05K as of Q2 2026.
  • Bare Financial Services bought 54 American Healthcare REIT shares in Q2 2026, an estimated $2.65K.
  • American Healthcare REIT made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #778 holding.
  • Bare Financial Services first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.