BFA
AHR icon

Beacon Financial Advisory’s American Healthcare REIT AHR Stock Holding History

Beacon Financial Advisory’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 		$432K Buy
8,281
+5
+0.1% +$246 0.09% 271
2026
Q1 		$390K Sell
8,276
-398
-5% -$19.7K 0.09% 266
2025
Q4 		$408K Sell
8,674
-2,114
-20% -$98K 0.09% 239
2025
Q3 		$453K Buy
10,788
+4,534
+72% +$182K 0.11% 223
2025
Q2 		$230K Buy
+6,254
New +$208K 0.06% 316

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

Beacon Financial Advisory's AHR Position: Q2 2026 in Review

Beacon Financial Advisory increased its American Healthcare REIT (AHR) stake by 0.06% in Q2 2026, buying an estimated $246 and bringing the position to 8,281 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #271.

Beacon Financial Advisory first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $453K in Q3 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Beacon Financial Advisory held 8,281 shares of American Healthcare REIT worth $432K as of Q2 2026.
  • Beacon Financial Advisory bought 5 American Healthcare REIT shares in Q2 2026, an estimated $246.
  • American Healthcare REIT made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #271 holding.
  • Beacon Financial Advisory first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's American Healthcare REIT position peaked at $453K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.