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Concurrent Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Concurrent Investment 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 		$1.06M Sell
20,391
-586
-3% -$28.8K 0.01% 978
2026
Q1 		$989K Buy
20,977
+83
+0.4% +$4.12K 0.01% 884
2025
Q4 		$983K Buy
20,894
+1,129
+6% +$52.4K 0.01% 838
2025
Q3 		$830K Sell
19,765
-14
-0.1% -$563 0.01% 710
2025
Q2 		$727K Sell
19,779
-5,271
-21% -$175K 0.01% 708
2025
Q1 		$759K Buy
25,050
+230
+0.9% +$6.63K 0.02% 619
2024
Q4 		$705K Buy
24,820
+213
+0.9% +$5.73K 0.02% 577
2024
Q3 		$642K Buy
+24,607
New +$479K 0.02% 564

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

Concurrent Investment Advisors's AHR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its American Healthcare REIT (AHR) stake by 2.8% in Q2 2026, selling an estimated $28.8K and leaving 20,391 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #978.

Concurrent Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Concurrent Investment Advisors held 20,391 shares of American Healthcare REIT worth $1.06M as of Q2 2026.
  • Concurrent Investment Advisors sold 586 American Healthcare REIT shares in Q2 2026, an estimated $28.8K.
  • American Healthcare REIT made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #978 holding.
  • Concurrent Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.