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EverSource Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

EverSource Wealth Advisors’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 		$37.7K Sell
722
-310
-30% -$15.2K ﹤0.01% 1960
2026
Q1 		$48.7K Buy
1,032
+680
+193% +$33.7K ﹤0.01% 1909
2025
Q4 		$16.6K Buy
352
+10
+3% +$464 ﹤0.01% 2509
2025
Q3 		$14.4K Buy
342
+67
+24% +$2.69K ﹤0.01% 2595
2025
Q2 		$10.1K Sell
275
-145,242
-100% -$4.83M ﹤0.01% 2800
2025
Q1 		$4.41M Sell
145,517
-3,644
-2% -$105K 0.24% 89
2024
Q4 		$4.24M Buy
149,161
+12,882
+9% +$347K 0.24% 90
2024
Q3 		$3.56M Buy
+136,279
New +$2.66M 0.23% 95

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

EverSource Wealth Advisors's AHR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its American Healthcare REIT (AHR) stake by 30% in Q2 2026, selling an estimated $15.2K and leaving 722 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

EverSource Wealth Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.41M in Q1 2025. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • EverSource Wealth Advisors held 722 shares of American Healthcare REIT worth $37.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 310 American Healthcare REIT shares in Q2 2026, an estimated $15.2K.
  • American Healthcare REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1960 holding.
  • EverSource Wealth Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's American Healthcare REIT position peaked at $4.41M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.