Beacon Pointe Advisors’s American Healthcare REIT AHR Stock Holding History

Beacon Pointe Advisors’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	$712K	Sell	13,654 -433	-3%	-$21.3K	﹤0.01%	1180
2026 Q1	$664K	Buy	14,087 +3,217	+30%	+$159K	﹤0.01%	1168
2025 Q4	$512K	Sell	10,870 -2,431	-18%	-$113K	﹤0.01%	1072
2025 Q3	$559K	Buy	13,301 +2,066	+18%	+$83K	﹤0.01%	974
2025 Q2	$413K	Buy	11,235 +1,730	+18%	+$57.5K	﹤0.01%	943
2025 Q1	$288K	Buy	9,505 +33	+0.3%	+$951	﹤0.01%	1039
2024 Q4	$269K	Sell	9,472 -21,808	-70%	-$587K	﹤0.01%	1046
2024 Q3	$816K	Buy	+31,280	New	+$609K	0.01%	694

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 Pointe Advisors's AHR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its American Healthcare REIT (AHR) stake by 3.1% in Q2 2026, selling an estimated $21.3K and leaving 13,654 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Beacon Pointe Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $816K in Q3 2024. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Beacon Pointe Advisors held 13,654 shares of American Healthcare REIT worth $712K as of Q2 2026.
Beacon Pointe Advisors sold 433 American Healthcare REIT shares in Q2 2026, an estimated $21.3K.
American Healthcare REIT made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1180 holding.
Beacon Pointe Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's American Healthcare REIT position peaked at $816K in Q3 2024.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.