First Heartland Consultants’s American Healthcare REIT AHR Stock Holding History

First Heartland Consultants’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	$311K	Buy	5,955 +638	+12%	+$31.3K	0.02%	454
2026 Q1	$251K	Buy	5,317 +84	+2%	+$4.16K	0.02%	456
2025 Q4	$246K	Hold	5,233	–	–	0.02%	469
2025 Q3	$220K	Buy	+5,233	New	+$210K	0.02%	485
2025 Q1	–	Sell	-11,799	Closed	-$335K	–	493
2024 Q4	$335K	Buy	11,799 +1,239	+12%	+$33.3K	0.03%	323
2024 Q3	$276K	Buy	+10,560	New	+$206K	0.03%	358

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Heartland Consultants's AHR Position: Q2 2026 in Review

First Heartland Consultants increased its American Healthcare REIT (AHR) stake by 12% in Q2 2026, buying an estimated $31.3K and bringing the position to 5,955 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #454.

First Heartland Consultants first reported a position in AHR in Q3 2024 and has held it in 6 quarters since. The position peaked at $335K in Q4 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

First Heartland Consultants held 5,955 shares of American Healthcare REIT worth $311K as of Q2 2026.
First Heartland Consultants bought 638 American Healthcare REIT shares in Q2 2026, an estimated $31.3K.
American Healthcare REIT made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #454 holding.
First Heartland Consultants first reported a position in American Healthcare REIT in Q3 2024 and has held it in 6 quarters since.
First Heartland Consultants's American Healthcare REIT position peaked at $335K in Q4 2024.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.