Cornerstone Planning Group
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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
Q3 		– Sell
-18
Closed -$1.04K – 1777
2026
Q2 		$1.04K 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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's AHR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of American Healthcare REIT (AHR) in Q3 2026, closing a stake of 18 shares — an estimated $1.04K sold.

Cornerstone Planning Group first reported a position in AHR in Q4 2025 and held it in 3 quarters. The position peaked at $1.04K in Q2 2026. 93 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining American Healthcare REIT position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 18 American Healthcare REIT shares in Q3 2026, an estimated $1.04K.
  • Cornerstone Planning Group first reported a position in American Healthcare REIT in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's American Healthcare REIT position peaked at $1.04K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.