FFA
AHR icon

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
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 $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

Florida Financial Advisors's AHR Position: Q1 2026 in Review

Florida Financial Advisors increased its American Healthcare REIT (AHR) stake by 24% in Q1 2026, buying an estimated $235K and bringing the position to 24,277 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #98.

Florida Financial Advisors first reported a position in AHR in Q3 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Florida Financial Advisors held 24,277 shares of American Healthcare REIT worth $1.15M as of Q1 2026.
  • Florida Financial Advisors bought 4,735 American Healthcare REIT shares in Q1 2026, an estimated $235K.
  • American Healthcare REIT made up 0.27% of Florida Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • Florida Financial Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.