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Capital Analysts LLC’s American Healthcare REIT AHR Stock Holding History

Capital Analysts LLC’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 		$7K Sell
128
-70
-35% -$3.44K ﹤0.01% 1357
2026
Q1 		$9K Buy
198
+33
+20% +$1.64K ﹤0.01% 1283
2025
Q4 		$8K Buy
+165
New +$7.65K ﹤0.01% 1281

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

Capital Analysts LLC's AHR Position: Q2 2026 in Review

Capital Analysts LLC reduced its American Healthcare REIT (AHR) stake by 35% in Q2 2026, selling an estimated $3.44K and leaving 128 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Capital Analysts LLC first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9K in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Capital Analysts LLC held 128 shares of American Healthcare REIT worth $7K as of Q2 2026.
  • Capital Analysts LLC sold 70 American Healthcare REIT shares in Q2 2026, an estimated $3.44K.
  • American Healthcare REIT made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1357 holding.
  • Capital Analysts LLC first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's American Healthcare REIT position peaked at $9K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.