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Ethic Inc’s American Healthcare REIT AHR Stock Holding History

Ethic Inc’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 		$361K Sell
6,924
-3,255
-32% -$160K ﹤0.01% 1056
2026
Q1 		$480K Buy
10,179
+1,336
+15% +$66.2K 0.01% 885
2025
Q4 		$416K Sell
8,843
-359
-4% -$16.6K 0.01% 905
2025
Q3 		$387K Sell
9,202
-1,820
-17% -$73.1K 0.01% 919
2025
Q2 		$398K Buy
11,022
+3,411
+45% +$113K 0.01% 903
2025
Q1 		$234K Buy
+7,611
New +$219K ﹤0.01% 1022

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

Ethic Inc's AHR Position: Q2 2026 in Review

Ethic Inc reduced its American Healthcare REIT (AHR) stake by 32% in Q2 2026, selling an estimated $160K and leaving 6,924 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Ethic Inc first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $480K in Q1 2026. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Ethic Inc held 6,924 shares of American Healthcare REIT worth $361K as of Q2 2026.
  • Ethic Inc sold 3,255 American Healthcare REIT shares in Q2 2026, an estimated $160K.
  • American Healthcare REIT made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1056 holding.
  • Ethic Inc first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • Ethic Inc's American Healthcare REIT position peaked at $480K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.