Charles Schwab
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Charles Schwab’s American Healthcare REIT AHR Stock Holding History

Charles Schwab’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 		$155M Sell
2,963,670
-18,595
-0.6% -$914K 0.02% 565
2026
Q1 		$141M Buy
2,982,265
+52,246
+2% +$2.59M 0.02% 569
2025
Q4 		$138M Buy
2,930,019
+276,413
+10% +$12.8M 0.02% 567
2025
Q3 		$111M Buy
2,653,606
+219,981
+9% +$8.84M 0.02% 653
2025
Q2 		$89.4M Buy
2,433,625
+198,574
+9% +$6.6M 0.02% 731
2025
Q1 		$67.7M Buy
2,235,051
+89,926
+4% +$2.59M 0.01% 864
2024
Q4 		$61M Buy
2,145,125
+237,139
+12% +$6.38M 0.01% 989
2024
Q3 		$49.8M Buy
1,907,986
+1,034,365
+118% +$20.2M 0.01% 1123
2024
Q2 		$12.8M Buy
873,621
+551,653
+171% +$7.79M ﹤0.01% 1918
2024
Q1 		$4.75M Buy
+321,968
New +$4.42M ﹤0.01% 2304

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

Charles Schwab's AHR Position: Q2 2026 in Review

Charles Schwab reduced its American Healthcare REIT (AHR) stake by 0.62% in Q2 2026, selling an estimated $914K and leaving 2,963,670 shares worth $155M. The position accounts for 0.02% of the portfolio, ranked #565.

Charles Schwab first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Charles Schwab held 2,963,670 shares of American Healthcare REIT worth $155M as of Q2 2026.
  • Charles Schwab sold 18,595 American Healthcare REIT shares in Q2 2026, an estimated $914K.
  • American Healthcare REIT made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #565 holding.
  • Charles Schwab first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.