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Financial Gravity Asset Management’s American Healthcare REIT AHR Stock Holding History

Financial Gravity Asset Management’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 		$22.7K Hold
481
– – ﹤0.01% 432
2025
Q4 		$22.6K Hold
481
– – ﹤0.01% 358
2025
Q3 		$20.2K Buy
+481
New +$19.3K ﹤0.01% 429
2025
Q1 		$14.6K Buy
+481
New +$13.9K ﹤0.01% 534

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

Financial Gravity Asset Management's AHR Position: Q1 2026 in Review

Financial Gravity Asset Management held its American Healthcare REIT (AHR) position steady in Q1 2026 at 481 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Financial Gravity Asset Management first reported a position in AHR in Q1 2025 and has held it in 4 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Financial Gravity Asset Management held 481 shares of American Healthcare REIT worth $22.7K as of Q1 2026.
  • Financial Gravity Asset Management left its American Healthcare REIT share count unchanged in Q1 2026.
  • American Healthcare REIT made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #432 holding.
  • Financial Gravity Asset Management first reported a position in American Healthcare REIT in Q1 2025 and has held it in 4 quarters since.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.