CPG
AHR icon

Cornerstone Planning Group’s American Healthcare REIT AHR Stock Holding History

Cornerstone Planning Group’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 		$1.03K Sell
18
-3
-14% -$147 ﹤0.01% 1488
2026
Q1 		$998 Buy
21
+7
+50% +$347 ﹤0.01% 1463
2025
Q4 		$649 Buy
+14
New +$649 ﹤0.01% 1461

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

Cornerstone Planning Group's AHR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its American Healthcare REIT (AHR) stake by 14% in Q2 2026, selling an estimated $147 and leaving 18 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Cornerstone Planning Group first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Cornerstone Planning Group held 18 shares of American Healthcare REIT worth $1.03K as of Q2 2026.
  • Cornerstone Planning Group sold 3 American Healthcare REIT shares in Q2 2026, an estimated $147.
  • American Healthcare REIT made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1488 holding.
  • Cornerstone Planning Group first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.