Beacon Capital Management LLC (Tennessee)’s American Healthcare REIT AHR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$555K	Buy	10,645 +21	+0.2%	+$1.03K	0.08%	87
2026 Q1	$501K	Sell	10,624 -2,491	-19%	-$123K	0.09%	92
2025 Q4	$617K	Sell	13,115 -556	-4%	-$25.8K	0.1%	63
2025 Q3	$574K	Sell	13,671 -3,404	-20%	-$137K	0.08%	62
2025 Q2	$627K	Sell	17,075 -3,625	-18%	-$120K	0.08%	52
2025 Q1	$627K	Sell	20,700 -6,749	-25%	-$195K	0.08%	51
2024 Q4	$780K	Sell	27,449 -8,276	-23%	-$223K	0.1%	44
2024 Q3	$932K	Buy	+35,725	New	+$696K	0.13%	35

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AHR Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its American Healthcare REIT (AHR) stake by 0.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 10,645 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #87.

Beacon Capital Management LLC (Tennessee) first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $932K in Q3 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 10,645 shares of American Healthcare REIT worth $555K as of Q2 2026.
Beacon Capital Management LLC (Tennessee) bought 21 American Healthcare REIT shares in Q2 2026, an estimated $1.03K.
American Healthcare REIT made up 0.08% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #87 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Beacon Capital Management LLC (Tennessee)'s American Healthcare REIT position peaked at $932K in Q3 2024.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.