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Brinker Capital Investments’s American Healthcare REIT AHR Stock Holding History

Brinker Capital Investments’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 		$3.54M Buy
67,970
+14,264
+27% +$701K 0.03% 519
2026
Q1 		$2.53M Buy
53,706
+5,021
+10% +$249K 0.02% 642
2025
Q4 		$2.29M Buy
48,685
+9,401
+24% +$436K 0.02% 769
2025
Q3 		$1.65M Buy
39,284
+9,227
+31% +$371K 0.01% 951
2025
Q2 		$1.1M Buy
30,057
+15,128
+101% +$503K 0.01% 1145
2025
Q1 		$452K Sell
14,929
-1,519
-9% -$43.8K ﹤0.01% 1464
2024
Q4 		$467K Sell
16,448
-2,678
-14% -$72K ﹤0.01% 1370
2024
Q3 		$499K Buy
+19,126
New +$373K 0.01% 1340

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

Brinker Capital Investments's AHR Position: Q2 2026 in Review

Brinker Capital Investments increased its American Healthcare REIT (AHR) stake by 27% in Q2 2026, buying an estimated $701K and bringing the position to 67,970 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #519.

Brinker Capital Investments first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Brinker Capital Investments held 67,970 shares of American Healthcare REIT worth $3.54M as of Q2 2026.
  • Brinker Capital Investments bought 14,264 American Healthcare REIT shares in Q2 2026, an estimated $701K.
  • American Healthcare REIT made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #519 holding.
  • Brinker Capital Investments first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.