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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
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

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

Dynamic Advisor Solutions's AHR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its American Healthcare REIT (AHR) stake by 1.2% in Q2 2026, selling an estimated $46.3K and leaving 80,337 shares worth $4.19M. The position accounts for 0.12% of the portfolio, ranked #186.

Dynamic Advisor Solutions 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.

  • Dynamic Advisor Solutions held 80,337 shares of American Healthcare REIT worth $4.19M as of Q2 2026.
  • Dynamic Advisor Solutions sold 943 American Healthcare REIT shares in Q2 2026, an estimated $46.3K.
  • American Healthcare REIT made up 0.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #186 holding.
  • Dynamic Advisor Solutions 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 Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.