Dimensional Fund Advisors
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Dimensional Fund Advisors’s American Healthcare REIT AHR Stock Holding History

Dimensional Fund Advisors’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 		$148M Buy
2,838,622
+155,728
+6% +$7.65M 0.03% 892
2026
Q1 		$127M Buy
2,682,894
+666,820
+33% +$33.1M 0.03% 906
2025
Q4 		$94.9M Buy
2,016,074
+556,603
+38% +$25.8M 0.02% 1112
2025
Q3 		$61.3M Buy
1,459,471
+924,834
+173% +$37.2M 0.01% 1400
2025
Q2 		$19.6M Buy
534,637
+505,283
+1,721% +$16.8M ﹤0.01% 1978
2025
Q1 		$889K Buy
+29,354
New +$846K ﹤0.01% 2904

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

Dimensional Fund Advisors's AHR Position: Q2 2026 in Review

Dimensional Fund Advisors increased its American Healthcare REIT (AHR) stake by 5.8% in Q2 2026, buying an estimated $7.65M and bringing the position to 2,838,622 shares worth $148M. The position accounts for 0.03% of the portfolio, ranked #892.

Dimensional Fund Advisors first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Dimensional Fund Advisors held 2,838,622 shares of American Healthcare REIT worth $148M as of Q2 2026.
  • Dimensional Fund Advisors bought 155,728 American Healthcare REIT shares in Q2 2026, an estimated $7.65M.
  • American Healthcare REIT made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #892 holding.
  • Dimensional Fund Advisors first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.