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Caliber Wealth Management (Kansas)’s American Healthcare REIT AHR Stock Holding History

Caliber Wealth Management (Kansas)’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 		$264K Sell
5,056
-42
-0.8% -$2.06K 0.03% 259
2026
Q1 		$240K Buy
5,098
+42
+0.8% +$2.08K 0.03% 242
2025
Q4 		$238K Hold
5,056
– – 0.03% 238
2025
Q3 		$212K Buy
+5,056
New +$203K 0.02% 240

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Caliber Wealth Management (Kansas)'s AHR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its American Healthcare REIT (AHR) stake by 0.82% in Q2 2026, selling an estimated $2.06K and leaving 5,056 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #259.

Caliber Wealth Management (Kansas) first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 5,056 shares of American Healthcare REIT worth $264K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 42 American Healthcare REIT shares in Q2 2026, an estimated $2.06K.
  • American Healthcare REIT made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #259 holding.
  • Caliber Wealth Management (Kansas) first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.