Focus Partners Wealth
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Focus Partners Wealth’s American Healthcare REIT AHR Stock Holding History

Focus Partners Wealth’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 		– Sell
-8,803
Closed -$416K – 2989
2026
Q1 		$416K Sell
8,803
-14,527
-62% -$720K ﹤0.01% 2021
2025
Q4 		$1.1M Sell
23,330
-3,067
-12% -$142K ﹤0.01% 1598
2025
Q3 		$1.11M Buy
26,397
+1,910
+8% +$76.8K ﹤0.01% 1243
2025
Q2 		$900K Sell
24,487
-1,322
-5% -$43.9K ﹤0.01% 1188
2025
Q1 		$782K Sell
25,809
-1,781
-6% -$51.4K ﹤0.01% 1158
2024
Q4 		$784K Sell
27,590
-15,510
-36% -$417K ﹤0.01% 1144
2024
Q3 		$1.12M Buy
+43,100
New +$840K ﹤0.01% 909

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's AHR Position: Q2 2026 in Review

Focus Partners Wealth sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 8,803 shares — an estimated $416K sold.

Focus Partners Wealth first reported a position in AHR in Q3 2024 and held it in 7 quarters. The position peaked at $1.12M in Q3 2024. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Focus Partners Wealth reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 8,803 American Healthcare REIT shares in Q2 2026, an estimated $416K.
  • Focus Partners Wealth first reported a position in American Healthcare REIT in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's American Healthcare REIT position peaked at $1.12M in Q3 2024.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.