BEI
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Benjamin Edwards Inc’s American Healthcare REIT AHR Stock Holding History

Benjamin Edwards Inc’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 		$475K Buy
9,104
+1,189
+15% +$58.4K ﹤0.01% 1081
2026
Q1 		$373K Buy
7,915
+548
+7% +$27.2K ﹤0.01% 1088
2025
Q4 		$347K Buy
7,367
+115
+2% +$5.33K ﹤0.01% 1061
2025
Q3 		$305K Sell
7,252
-7,178
-50% -$288K ﹤0.01% 1097
2025
Q2 		$530K Buy
14,430
+62
+0.4% +$2.06K 0.01% 833
2025
Q1 		$435K Buy
14,368
+444
+3% +$12.8K 0.01% 830
2024
Q4 		$396K Buy
13,924
+455
+3% +$12.2K 0.01% 904
2024
Q3 		$351K Buy
+13,469
New +$262K 0.01% 910

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

Benjamin Edwards Inc's AHR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its American Healthcare REIT (AHR) stake by 15% in Q2 2026, buying an estimated $58.4K and bringing the position to 9,104 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Benjamin Edwards Inc first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $530K in Q2 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Benjamin Edwards Inc held 9,104 shares of American Healthcare REIT worth $475K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,189 American Healthcare REIT shares in Q2 2026, an estimated $58.4K.
  • American Healthcare REIT made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1081 holding.
  • Benjamin Edwards Inc first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's American Healthcare REIT position peaked at $530K in Q2 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.