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FLC Capital Advisors’s American Healthcare REIT AHR Stock Holding History

FLC Capital 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 		$203K Buy
+3,897
New +$191K 0.03% 232
2025
Q2 		– Sell
-11,174
Closed -$339K – 213
2025
Q1 		$339K Sell
11,174
-2,970
-21% -$85.6K 0.08% 137
2024
Q4 		$402K Sell
14,144
-6,500
-31% -$175K 0.09% 116
2024
Q3 		$539K Buy
+20,644
New +$402K 0.12% 98

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

FLC Capital Advisors's AHR Position: Q2 2026 in Review

FLC Capital Advisors opened a new position in American Healthcare REIT (AHR) in Q2 2026: 3,897 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: FLC Capital Advisors previously reported a position in AHR as recently as Q1 2025.

FLC Capital Advisors first reported a position in AHR in Q3 2024 and has held it in 4 quarters since. The position peaked at $539K in Q3 2024. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • FLC Capital Advisors held 3,897 shares of American Healthcare REIT worth $203K as of Q2 2026.
  • American Healthcare REIT was a new FLC Capital Advisors position in Q2 2026.
  • American Healthcare REIT made up 0.03% of FLC Capital Advisors's portfolio in Q2 2026, its #232 holding.
  • FLC Capital Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 4 quarters since.
  • FLC Capital Advisors's American Healthcare REIT position peaked at $539K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.