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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fiduciary Alliance's AHR Position: Q1 2026 in Review

Fiduciary Alliance held its American Healthcare REIT (AHR) position steady in Q1 2026 at 5,757 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #457.

Fiduciary Alliance first reported a position in AHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $340K in Q2 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Fiduciary Alliance held 5,757 shares of American Healthcare REIT worth $285K as of Q1 2026.
  • Fiduciary Alliance left its American Healthcare REIT share count unchanged in Q1 2026.
  • American Healthcare REIT made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #457 holding.
  • Fiduciary Alliance first reported a position in American Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's American Healthcare REIT position peaked at $340K in Q2 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.