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Capital Advisory Group Advisory Services’s American Healthcare REIT AHR Stock Holding History

Capital Advisory Group Advisory Services’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
Q1 		– Sell
-4,649
Closed -$219K – 170
2025
Q4 		$219K Buy
+4,649
New +$216K 0.06% 161

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Capital Advisory Group Advisory Services's AHR Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 4,649 shares — an estimated $219K sold.

Capital Advisory Group Advisory Services first reported a position in AHR in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 4,649 American Healthcare REIT shares in Q1 2026, an estimated $219K.
  • Capital Advisory Group Advisory Services first reported a position in American Healthcare REIT in Q4 2025 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's American Healthcare REIT position peaked at $219K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.