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COFG Advisors’s American Healthcare REIT AHR Stock Holding History

COFG 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 		$727K Hold
13,938
– – 0.13% 118
2026
Q1 		$657K Sell
13,938
-2,013
-13% -$99.8K 0.16% 90
2025
Q4 		$751K Buy
+15,951
New +$740K 0.19% 84

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

COFG Advisors's AHR Position: Q2 2026 in Review

COFG Advisors held its American Healthcare REIT (AHR) position steady in Q2 2026 at 13,938 shares worth $727K. The position accounts for 0.13% of the portfolio, ranked #118.

COFG Advisors first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $751K in Q4 2025. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • COFG Advisors held 13,938 shares of American Healthcare REIT worth $727K as of Q2 2026.
  • COFG Advisors left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.13% of COFG Advisors's portfolio in Q2 2026, its #118 holding.
  • COFG Advisors first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's American Healthcare REIT position peaked at $751K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.