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BDFS Capital’s American Healthcare REIT AHR Stock Holding History

BDFS Capital’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 		$252K Hold
4,827
– – 0.11% 106
2026
Q1 		$228K Sell
4,827
-1,404
-23% -$69.6K 0.11% 121
2025
Q4 		$295K Buy
+6,231
New +$289K 0.15% 104

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

BDFS Capital's AHR Position: Q2 2026 in Review

BDFS Capital held its American Healthcare REIT (AHR) position steady in Q2 2026 at 4,827 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #106.

BDFS Capital first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 567 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • BDFS Capital held 4,827 shares of American Healthcare REIT worth $252K as of Q2 2026.
  • BDFS Capital left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.11% of BDFS Capital's portfolio in Q2 2026, its #106 holding.
  • BDFS Capital first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • BDFS Capital's American Healthcare REIT position peaked at $295K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.