Cerity Partners’s American Healthcare REIT AHR Stock Holding History

Cerity Partners’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	$756K	Sell	14,489 -8,537	-37%	-$419K	﹤0.01%	2167
2026 Q1	$1.09M	Buy	23,026 +1,240	+6%	+$61.5K	﹤0.01%	1817
2025 Q4	$1.03M	Sell	21,786 -17,568	-45%	-$815K	﹤0.01%	1711
2025 Q3	$1.65M	Buy	39,354 +11,410	+41%	+$459K	﹤0.01%	1376
2025 Q2	$1.03M	Sell	27,944 -3,106	-10%	-$103K	﹤0.01%	1512
2025 Q1	$941K	Sell	31,050 -1,059	-3%	-$30.5K	﹤0.01%	1452
2024 Q4	$912K	Buy	32,109 +20,516	+177%	+$552K	﹤0.01%	1467
2024 Q3	$303K	Buy	+11,593	New	+$226K	﹤0.01%	2057

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Cerity Partners's AHR Position: Q2 2026 in Review

Cerity Partners reduced its American Healthcare REIT (AHR) stake by 37% in Q2 2026, selling an estimated $419K and leaving 14,489 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Cerity Partners first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q3 2025. 527 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Cerity Partners held 14,489 shares of American Healthcare REIT worth $756K as of Q2 2026.
Cerity Partners sold 8,537 American Healthcare REIT shares in Q2 2026, an estimated $419K.
American Healthcare REIT made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2167 holding.
Cerity Partners first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's American Healthcare REIT position peaked at $1.65M in Q3 2025.
527 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.