Fidelity Investments
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Fidelity Investments’s American Healthcare REIT AHR Stock Holding History

Fidelity Investments’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 		$238M Sell
4,568,191
-496,180
-10% -$24.4M 0.01% 862
2026
Q1 		$239M Sell
5,064,371
-205,213
-4% -$10.2M 0.01% 782
2025
Q4 		$248M Buy
5,269,584
+1,715,105
+48% +$79.5M 0.01% 773
2025
Q3 		$149M Buy
3,554,479
+705,347
+25% +$28.3M 0.01% 990
2025
Q2 		$105M Buy
2,849,132
+849,525
+42% +$28.2M 0.01% 1097
2025
Q1 		$60.6M Sell
1,999,607
-291,377
-13% -$8.4M ﹤0.01% 1287
2024
Q4 		$65.1M Buy
2,290,984
+123,362
+6% +$3.32M ﹤0.01% 1289
2024
Q3 		$56.6M Buy
+2,167,622
New +$42.2M ﹤0.01% 1325

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments's AHR Position: Q2 2026 in Review

Fidelity Investments reduced its American Healthcare REIT (AHR) stake by 9.8% in Q2 2026, selling an estimated $24.4M and leaving 4,568,191 shares worth $238M. The position accounts for 0.01% of the portfolio, ranked #862.

Fidelity Investments first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $248M in Q4 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Fidelity Investments held 4,568,191 shares of American Healthcare REIT worth $238M as of Q2 2026.
  • Fidelity Investments sold 496,180 American Healthcare REIT shares in Q2 2026, an estimated $24.4M.
  • American Healthcare REIT made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #862 holding.
  • Fidelity Investments first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Fidelity Investments's American Healthcare REIT position peaked at $248M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.