Commonwealth Equity Services’s American Healthcare REIT AHR Stock Holding History

Commonwealth Equity Services’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	$38.2M	Sell	731,929 -57,169	-7%	-$2.81M	0.05%	366
2026 Q1	$37.2M	Sell	789,098 -44,549	-5%	-$2.21M	0.05%	361
2025 Q4	$39.2M	Sell	833,647 -100,629	-11%	-$4.67M	0.05%	347
2025 Q3	$39.2M	Sell	934,276 -221,901	-19%	-$8.92M	0.05%	351
2025 Q2	$42.5M	Sell	1,156,177 -123,450	-10%	-$4.1M	0.06%	336
2025 Q1	$38.8M	Sell	1,279,627 -79,357	-6%	-$2.29M	0.05%	340
2024 Q4	$38.6M	Sell	1,358,984 -246,457	-15%	-$6.63M	0.06%	316
2024 Q3	$41.9M	Buy	1,605,441 +1,582,426	+6,876%	+$30.8M	0.06%	280
2024 Q2	$336K	Buy	23,015 +2,429	+12%	+$34.3K	﹤0.01%	3200
2024 Q1	$304K	Buy	+20,586	New	+$283K	﹤0.01%	3265

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

Commonwealth Equity Services's AHR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its American Healthcare REIT (AHR) stake by 7.2% in Q2 2026, selling an estimated $2.81M and leaving 731,929 shares worth $38.2M. The position accounts for 0.05% of the portfolio, ranked #366.

Commonwealth Equity Services first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.5M in Q2 2025. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Commonwealth Equity Services held 731,929 shares of American Healthcare REIT worth $38.2M as of Q2 2026.
Commonwealth Equity Services sold 57,169 American Healthcare REIT shares in Q2 2026, an estimated $2.81M.
American Healthcare REIT made up 0.05% of Commonwealth Equity Services's portfolio in Q2 2026, its #366 holding.
Commonwealth Equity Services first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's American Healthcare REIT position peaked at $42.5M in Q2 2025.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.