Dynamic Advisor Solutions’s American Healthcare REIT AHR Stock Holding History

Dynamic Advisor Solutions’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 Q3	$3.91M	Sell	76,304 -4,033	-5%	-$221K	0.11%	193
2026 Q2	$4.19M	Sell	80,337 -943	-1%	-$46.3K	0.12%	186
2026 Q1	$3.83M	Buy	81,280 +31,660	+64%	+$1.57M	0.12%	189
2025 Q4	$2.34M	Sell	49,620 -1,306	-3%	-$60.6K	0.07%	263
2025 Q3	$2.14M	Sell	50,926 -1,694	-3%	-$68.1K	0.06%	305
2025 Q2	$1.93M	Sell	52,620 -1,370	-3%	-$45.5K	0.06%	315
2025 Q1	$1.64M	Sell	53,990 -1,411	-3%	-$40.7K	0.05%	319
2024 Q4	$1.57M	Sell	55,401 -3,982	-7%	-$107K	0.07%	249
2024 Q3	$1.55M	Buy	+59,383	New	+$1.16M	0.05%	348

Other funds holding AHR

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Dynamic Advisor Solutions's AHR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its American Healthcare REIT (AHR) stake by 5% in Q3 2026, selling an estimated $221K and leaving 76,304 shares worth $3.91M. The position accounts for 0.11% of the portfolio, ranked #193.

Dynamic Advisor Solutions first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.19M in Q2 2026. 58 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Dynamic Advisor Solutions held 76,304 shares of American Healthcare REIT worth $3.91M as of Q3 2026.
Dynamic Advisor Solutions sold 4,033 American Healthcare REIT shares in Q3 2026, an estimated $221K.
American Healthcare REIT made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #193 holding.
Dynamic Advisor Solutions first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's American Healthcare REIT position peaked at $4.19M in Q2 2026.
58 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.