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Fiduciary Alliance’s American Healthcare REIT AHR Stock Holding History

Fiduciary Alliance’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 		$290K Sell
5,557
-200
-3% -$9.83K 0.02% 448
2026
Q1 		$285K Hold
5,757
– – 0.02% 457
2025
Q4 		$271K Sell
5,757
-1,610
-22% -$74.7K 0.02% 438
2025
Q3 		$309K Sell
7,367
-1,877
-20% -$75.4K 0.02% 411
2025
Q2 		$340K Sell
9,244
-926
-9% -$30.8K 0.03% 373
2025
Q1 		$308K Hold
10,170
– – 0.03% 312
2024
Q4 		$289K Buy
10,170
+754
+8% +$20.3K 0.03% 292
2024
Q3 		$246K Buy
+9,416
New +$183K 0.03% 222

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

Fiduciary Alliance's AHR Position: Q2 2026 in Review

Fiduciary Alliance reduced its American Healthcare REIT (AHR) stake by 3.5% in Q2 2026, selling an estimated $9.83K and leaving 5,557 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #448.

Fiduciary Alliance first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q2 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Fiduciary Alliance held 5,557 shares of American Healthcare REIT worth $290K as of Q2 2026.
  • Fiduciary Alliance sold 200 American Healthcare REIT shares in Q2 2026, an estimated $9.83K.
  • American Healthcare REIT made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #448 holding.
  • Fiduciary Alliance first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Fiduciary Alliance's American Healthcare REIT position peaked at $340K in Q2 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.