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Everest Financial Group’s American Healthcare REIT AHR Stock Holding History

Everest Financial Group’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 		$574K Sell
11,006
-224
-2% -$11K 0.08% 134
2026
Q1 		$530K Buy
+11,230
New +$557K 0.09% 126

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

Everest Financial Group's AHR Position: Q2 2026 in Review

Everest Financial Group reduced its American Healthcare REIT (AHR) stake by 2% in Q2 2026, selling an estimated $11K and leaving 11,006 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #134.

Everest Financial Group first reported a position in AHR in Q1 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Everest Financial Group held 11,006 shares of American Healthcare REIT worth $574K as of Q2 2026.
  • Everest Financial Group sold 224 American Healthcare REIT shares in Q2 2026, an estimated $11K.
  • American Healthcare REIT made up 0.08% of Everest Financial Group's portfolio in Q2 2026, its #134 holding.
  • Everest Financial Group first reported a position in American Healthcare REIT in Q1 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.