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Farther Finance Advisors’s American Healthcare REIT AHR Stock Holding History

Farther Finance 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 		$1.22M Sell
23,860
-1,547
-6% -$84.7K 0.01% 1017
2026
Q2 		$1.32M Sell
25,407
-2,656
-9% -$131K 0.01% 936
2026
Q1 		$1.33M Buy
28,063
+2,718
+11% +$135K 0.01% 822
2025
Q4 		$1.19M Buy
25,345
+2,661
+12% +$123K 0.01% 797
2025
Q3 		$953K Buy
22,684
+20,207
+816% +$812K 0.01% 748
2025
Q2 		$91K Buy
2,477
+237
+11% +$7.88K ﹤0.01% 1808
2025
Q1 		$68.9K Buy
2,240
+2
+0.1% +$58 ﹤0.01% 1721
2024
Q4 		$63.6K Sell
2,238
-2,487
-53% -$66.9K ﹤0.01% 1532
2024
Q3 		$123K Buy
+4,725
New +$92.1K ﹤0.01% 1209

Other funds holding AHR

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's AHR Position: Q3 2026 in Review

Farther Finance Advisors reduced its American Healthcare REIT (AHR) stake by 6.1% in Q3 2026, selling an estimated $84.7K and leaving 23,860 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1017.

Farther Finance Advisors first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2026. 16 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Farther Finance Advisors held 23,860 shares of American Healthcare REIT worth $1.22M as of Q3 2026.
  • Farther Finance Advisors sold 1,547 American Healthcare REIT shares in Q3 2026, an estimated $84.7K.
  • American Healthcare REIT made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1017 holding.
  • Farther Finance Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's American Healthcare REIT position peaked at $1.33M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.