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Florida Financial Advisors’s American Healthcare REIT AHR Stock Holding History

Florida Financial 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 		$1.72M Buy
33,046
+8,769
+36% +$431K 0.29% 96
2026
Q1 		$1.15M Buy
24,277
+4,735
+24% +$235K 0.27% 98
2025
Q4 		$919K Buy
19,542
+4,715
+32% +$219K 0.25% 97
2025
Q3 		$623K Buy
+14,827
New +$596K 0.19% 121

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

Florida Financial Advisors's AHR Position: Q2 2026 in Review

Florida Financial Advisors increased its American Healthcare REIT (AHR) stake by 36% in Q2 2026, buying an estimated $431K and bringing the position to 33,046 shares worth $1.72M. The position accounts for 0.29% of the portfolio, ranked #96.

Florida Financial Advisors first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Florida Financial Advisors held 33,046 shares of American Healthcare REIT worth $1.72M as of Q2 2026.
  • Florida Financial Advisors bought 8,769 American Healthcare REIT shares in Q2 2026, an estimated $431K.
  • American Healthcare REIT made up 0.29% of Florida Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Florida Financial Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.