Cetera Investment Advisers’s American Healthcare REIT AHR Stock Holding History

Cetera Investment Advisers’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	$15.6M	Buy	299,347 +30,598	+11%	+$1.5M	0.01%	893
2026 Q1	$12.7M	Buy	268,749 +20,075	+8%	+$995K	0.01%	931
2025 Q4	$11.7M	Buy	248,674 +32,628	+15%	+$1.51M	0.01%	934
2025 Q3	$9.08M	Buy	216,046 +41,633	+24%	+$1.67M	0.01%	1047
2025 Q2	$6.41M	Sell	174,413 -22,087	-11%	-$734K	0.01%	1049
2025 Q1	$5.95M	Sell	196,500 -1,551	-0.8%	-$44.7K	0.01%	1010
2024 Q4	$5.63M	Buy	198,051 +118,743	+150%	+$3.19M	0.01%	974
2024 Q3	$2.07M	Buy	+79,308	New	+$1.55M	﹤0.01%	1605

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers's AHR Position: Q2 2026 in Review

Cetera Investment Advisers increased its American Healthcare REIT (AHR) stake by 11% in Q2 2026, buying an estimated $1.5M and bringing the position to 299,347 shares worth $15.6M. The position accounts for 0.01% of the portfolio, ranked #893.

Cetera Investment Advisers first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Cetera Investment Advisers held 299,347 shares of American Healthcare REIT worth $15.6M as of Q2 2026.
Cetera Investment Advisers bought 30,598 American Healthcare REIT shares in Q2 2026, an estimated $1.5M.
American Healthcare REIT made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #893 holding.
Cetera Investment Advisers first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.