Creative Planning
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Creative Planning’s American Healthcare REIT AHR Stock Holding History

Creative Planning’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 		$2.31M Buy
44,386
+648
+1% +$31.8K ﹤0.01% 1962
2026
Q1 		$2.06M Buy
43,738
+3,253
+8% +$161K ﹤0.01% 1871
2025
Q4 		$1.91M Buy
40,485
+2,478
+7% +$115K ﹤0.01% 1757
2025
Q3 		$1.6M Buy
38,007
+540
+1% +$21.7K ﹤0.01% 1727
2025
Q2 		$1.38M Buy
37,467
+1,628
+5% +$54.1K ﹤0.01% 1603
2025
Q1 		$1.09M Buy
35,839
+221
+0.6% +$6.37K ﹤0.01% 1655
2024
Q4 		$1.01M Sell
35,618
-4,429
-11% -$119K ﹤0.01% 1636
2024
Q3 		$1.05M Buy
+40,047
New +$780K ﹤0.01% 1482

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

Creative Planning's AHR Position: Q2 2026 in Review

Creative Planning increased its American Healthcare REIT (AHR) stake by 1.5% in Q2 2026, buying an estimated $31.8K and bringing the position to 44,386 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Creative Planning first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Creative Planning held 44,386 shares of American Healthcare REIT worth $2.31M as of Q2 2026.
  • Creative Planning bought 648 American Healthcare REIT shares in Q2 2026, an estimated $31.8K.
  • American Healthcare REIT made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1962 holding.
  • Creative Planning first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.