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FAI Advisors’s American Healthcare REIT AHR Stock Holding History

FAI 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
Q3 		$242K Hold
4,726
– – 0.09% 155
2026
Q2 		$246K Hold
4,726
– – 0.1% 156
2026
Q1 		$223K Hold
4,726
– – 0.1% 148
2025
Q4 		$222K Buy
+4,726
New +$219K 0.1% 152

Other funds holding AHR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

FAI Advisors's AHR Position: Q3 2026 in Review

FAI Advisors held its American Healthcare REIT (AHR) position steady in Q3 2026 at 4,726 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #155.

FAI Advisors first reported a position in AHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $246K in Q2 2026. 282 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • FAI Advisors held 4,726 shares of American Healthcare REIT worth $242K as of Q3 2026.
  • FAI Advisors left its American Healthcare REIT share count unchanged in Q3 2026.
  • American Healthcare REIT made up 0.09% of FAI Advisors's portfolio in Q3 2026, its #155 holding.
  • FAI Advisors first reported a position in American Healthcare REIT in Q4 2025 and has held it in 4 quarters since.
  • FAI Advisors's American Healthcare REIT position peaked at $246K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.