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Covestor’s American Healthcare REIT AHR Stock Holding History

Covestor’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 		$9K Buy
181
+1
+0.6% +$49 0.01% 1699
2026
Q1 		$9K Sell
180
-156
-46% -$7.73K 0.01% 1527
2025
Q4 		$16K Hold
336
– – 0.01% 1386
2025
Q3 		$14K Hold
336
– – 0.01% 1447
2025
Q2 		$12K Buy
336
+330
+5,500% +$11K 0.01% 1501
2025
Q1 		$0 Hold
6
– – ﹤0.01% 2805
2024
Q4 		$0 Hold
6
– – ﹤0.01% 2822
2024
Q3 		$0 Buy
+6
New +$117 ﹤0.01% 2851

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

Covestor's AHR Position: Q2 2026 in Review

Covestor increased its American Healthcare REIT (AHR) stake by 0.56% in Q2 2026, buying an estimated $49 and bringing the position to 181 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1699.

Covestor first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $16K in Q4 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Covestor held 181 shares of American Healthcare REIT worth $9K as of Q2 2026.
  • Covestor bought 1 American Healthcare REIT share in Q2 2026, an estimated $49.
  • American Healthcare REIT made up 0.01% of Covestor's portfolio in Q2 2026, its #1699 holding.
  • Covestor first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Covestor's American Healthcare REIT position peaked at $16K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.