Corient Private Wealth
AHR icon

Corient Private Wealth’s American Healthcare REIT AHR Stock Holding History

Corient Private Wealth’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 		$473K Buy
9,065
+1,191
+15% +$58.5K ﹤0.01% 2259
2026
Q1 		$371K Buy
7,874
+96
+1% +$4.76K ﹤0.01% 2202
2025
Q4 		$366K Buy
7,778
+1,708
+28% +$79.2K ﹤0.01% 2040
2025
Q3 		$255K Sell
6,070
-2,839
-32% -$114K ﹤0.01% 2216
2025
Q2 		$327K Buy
8,909
+876
+11% +$29.1K ﹤0.01% 1940
2025
Q1 		$243K Sell
8,033
-2,560
-24% -$73.8K ﹤0.01% 1962
2024
Q4 		$301K Sell
10,593
-2,061
-16% -$55.4K ﹤0.01% 1893
2024
Q3 		$330K Buy
+12,654
New +$247K ﹤0.01% 1970

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

Corient Private Wealth's AHR Position: Q2 2026 in Review

Corient Private Wealth increased its American Healthcare REIT (AHR) stake by 15% in Q2 2026, buying an estimated $58.5K and bringing the position to 9,065 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Corient Private Wealth first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Corient Private Wealth held 9,065 shares of American Healthcare REIT worth $473K as of Q2 2026.
  • Corient Private Wealth bought 1,191 American Healthcare REIT shares in Q2 2026, an estimated $58.5K.
  • American Healthcare REIT made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2259 holding.
  • Corient Private Wealth first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.