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Edgestream Partners’s American Healthcare REIT AHR Stock Holding History

Edgestream Partners’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 		$1.13M Sell
21,722
-133,990
-86% -$6.58M 0.03% 649
2026
Q1 		$7.34M Buy
155,712
+3,788
+2% +$188K 0.24% 110
2025
Q4 		$7.15M Buy
+151,924
New +$7.05M 0.2% 148

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

Edgestream Partners's AHR Position: Q2 2026 in Review

Edgestream Partners reduced its American Healthcare REIT (AHR) stake by 86% in Q2 2026, selling an estimated $6.58M and leaving 21,722 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #649.

Edgestream Partners first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.34M in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Edgestream Partners held 21,722 shares of American Healthcare REIT worth $1.13M as of Q2 2026.
  • Edgestream Partners sold 133,990 American Healthcare REIT shares in Q2 2026, an estimated $6.58M.
  • American Healthcare REIT made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #649 holding.
  • Edgestream Partners first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Edgestream Partners's American Healthcare REIT position peaked at $7.34M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.