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Duff & Phelps Investment Management’s American Healthcare REIT AHR Stock Holding History

Duff & Phelps Investment Management’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 		$162M Buy
3,100,314
+2,017,139
+186% +$99.1M 1.53% 16
2026
Q1 		$51.1M Buy
1,083,175
+754,900
+230% +$37.4M 0.53% 66
2025
Q4 		$15.4M Buy
328,275
+75,875
+30% +$3.52M 0.18% 94
2025
Q3 		$10.6M Buy
252,400
+142,400
+129% +$5.72M 0.12% 101
2025
Q2 		$4.04M Buy
+110,000
New +$3.66M 0.05% 122

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

Duff & Phelps Investment Management's AHR Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its American Healthcare REIT (AHR) stake by 186% in Q2 2026, buying an estimated $99.1M and bringing the position to 3,100,314 shares worth $162M. The position accounts for 1.53% of the portfolio, ranked #16.

Duff & Phelps Investment Management first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Duff & Phelps Investment Management held 3,100,314 shares of American Healthcare REIT worth $162M as of Q2 2026.
  • Duff & Phelps Investment Management bought 2,017,139 American Healthcare REIT shares in Q2 2026, an estimated $99.1M.
  • American Healthcare REIT made up 1.53% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #16 holding.
  • Duff & Phelps Investment Management first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.