Creative Financial Designs’s American Healthcare REIT AHR Stock Holding History

Creative Financial Designs’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	$289K	Buy	5,540 +2,208	+66%	+$108K	0.01%	529
2026 Q1	$157K	Sell	3,332 -424	-11%	-$21K	0.01%	576
2025 Q4	$177K	Buy	3,756 +424	+13%	+$19.7K	0.01%	496
2025 Q3	$140K	Hold	3,332	–	–	0.01%	555
2025 Q2	$122K	Sell	3,332 -10,304	-76%	-$342K	0.01%	619
2025 Q1	$413K	Buy	13,636 +35	+0.3%	+$1.01K	0.03%	312
2024 Q4	$387K	Buy	13,601 +3,372	+33%	+$90.7K	0.03%	323
2024 Q3	$267K	Buy	+10,229	New	+$199K	0.02%	388

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Financial Designs's AHR Position: Q2 2026 in Review

Creative Financial Designs increased its American Healthcare REIT (AHR) stake by 66% in Q2 2026, buying an estimated $108K and bringing the position to 5,540 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #529.

Creative Financial Designs first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $413K in Q1 2025. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Creative Financial Designs held 5,540 shares of American Healthcare REIT worth $289K as of Q2 2026.
Creative Financial Designs bought 2,208 American Healthcare REIT shares in Q2 2026, an estimated $108K.
American Healthcare REIT made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #529 holding.
Creative Financial Designs first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's American Healthcare REIT position peaked at $413K in Q1 2025.
569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.