CA
AHR icon

Clearstead Advisors’s American Healthcare REIT AHR Stock Holding History

Clearstead 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 		$1.62K Buy
31
+6
+24% +$295 ﹤0.01% 2546
2026
Q1 		$1.18K Sell
25
-229
-90% -$11.4K ﹤0.01% 2011
2025
Q4 		$12K Hold
254
– – ﹤0.01% 1850
2025
Q3 		$10.7K Buy
+254
New +$10.2K ﹤0.01% 1913

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Clearstead Advisors's AHR Position: Q2 2026 in Review

Clearstead Advisors increased its American Healthcare REIT (AHR) stake by 24% in Q2 2026, buying an estimated $295 and bringing the position to 31 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Clearstead Advisors first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12K in Q4 2025. 286 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Clearstead Advisors held 31 shares of American Healthcare REIT worth $1.62K as of Q2 2026.
  • Clearstead Advisors bought 6 American Healthcare REIT shares in Q2 2026, an estimated $295.
  • American Healthcare REIT made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2546 holding.
  • Clearstead Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's American Healthcare REIT position peaked at $12K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.