First Trust Advisors’s American Healthcare REIT AHR Stock Holding History

First Trust Advisors’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	$18.9M	Sell	362,322 -85,772	-19%	-$4.21M	0.01%	950
2026 Q1	$21.1M	Buy	448,094 +96,707	+28%	+$4.79M	0.02%	870
2025 Q4	$16.5M	Sell	351,387 -50,545	-13%	-$2.34M	0.01%	924
2025 Q3	$16.9M	Buy	401,932 +38,324	+11%	+$1.54M	0.01%	957
2025 Q2	$13.4M	Buy	363,608 +221,398	+156%	+$7.36M	0.01%	1003
2025 Q1	$4.31M	Buy	142,210 +41,280	+41%	+$1.19M	﹤0.01%	1399
2024 Q4	$2.87M	Buy	100,930 +5,666	+6%	+$152K	﹤0.01%	1649
2024 Q3	$2.49M	Buy	+95,264	New	+$1.86M	﹤0.01%	1681

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 Trust Advisors's AHR Position: Q2 2026 in Review

First Trust Advisors reduced its American Healthcare REIT (AHR) stake by 19% in Q2 2026, selling an estimated $4.21M and leaving 362,322 shares worth $18.9M. The position accounts for 0.01% of the portfolio, ranked #950.

First Trust Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.1M in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

First Trust Advisors held 362,322 shares of American Healthcare REIT worth $18.9M as of Q2 2026.
First Trust Advisors sold 85,772 American Healthcare REIT shares in Q2 2026, an estimated $4.21M.
American Healthcare REIT made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #950 holding.
First Trust Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
First Trust Advisors's American Healthcare REIT position peaked at $21.1M in Q1 2026.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.