CAPTRUST Financial Advisors
AHR icon

CAPTRUST Financial Advisors’s American Healthcare REIT AHR Stock Holding History

CAPTRUST Financial Advisors’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 		$1.16M Buy
22,311
+3,425
+18% +$168K ﹤0.01% 1658
2026
Q1 		$891K Buy
18,886
+1,255
+7% +$62.2K ﹤0.01% 1682
2025
Q4 		$830K Buy
17,631
+119
+0.7% +$5.52K ﹤0.01% 1610
2025
Q3 		$736K Sell
17,512
-3,000
-15% -$121K ﹤0.01% 1598
2025
Q2 		$754K Sell
20,512
-954
-4% -$31.7K ﹤0.01% 1485
2025
Q1 		$650K Sell
21,466
-1,179
-5% -$34K ﹤0.01% 1492
2024
Q4 		$644K Sell
22,645
-6,194
-21% -$167K ﹤0.01% 1474
2024
Q3 		$753K Buy
+28,839
New +$562K ﹤0.01% 1353

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

CAPTRUST Financial Advisors's AHR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its American Healthcare REIT (AHR) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 22,311 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

CAPTRUST Financial Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • CAPTRUST Financial Advisors held 22,311 shares of American Healthcare REIT worth $1.16M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,425 American Healthcare REIT shares in Q2 2026, an estimated $168K.
  • American Healthcare REIT made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1658 holding.
  • CAPTRUST Financial Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.