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Blue Trust Inc’s American Healthcare REIT AHR Stock Holding History

Blue Trust 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 		$20K Sell
384
-22
-5% -$1.08K ﹤0.01% 1653
2026
Q1 		$19.1K Buy
406
+252
+164% +$12.5K ﹤0.01% 1663
2025
Q4 		$7.25K Hold
154
– – ﹤0.01% 1937
2025
Q3 		$6.47K Hold
154
– – ﹤0.01% 1941
2025
Q2 		$5.66K Hold
154
– – ﹤0.01% 1981
2025
Q1 		$4.67K Hold
154
– – ﹤0.01% 2112
2024
Q4 		$4.38K Buy
+154
New +$4.14K ﹤0.01% 2110

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

Blue Trust Inc's AHR Position: Q2 2026 in Review

Blue Trust Inc reduced its American Healthcare REIT (AHR) stake by 5.4% in Q2 2026, selling an estimated $1.08K and leaving 384 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Blue Trust Inc first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Blue Trust Inc held 384 shares of American Healthcare REIT worth $20K as of Q2 2026.
  • Blue Trust Inc sold 22 American Healthcare REIT shares in Q2 2026, an estimated $1.08K.
  • American Healthcare REIT made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1653 holding.
  • Blue Trust Inc first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.