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Focused Wealth Management’s American Healthcare REIT AHR Stock Holding History

Focused Wealth Management’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 		$1.22M Buy
23,489
+993
+4% +$48.8K 0.11% 79
2026
Q1 		$1.06M Sell
22,496
-1,125
-5% -$55.8K 0.11% 80
2025
Q4 		$1.11M Sell
23,621
-758
-3% -$35.1K 0.12% 75
2025
Q3 		$1.02M Buy
24,379
+657
+3% +$26.4K 0.11% 77
2025
Q2 		$872K Buy
23,722
+20
+0.1% +$665 0.11% 75
2025
Q1 		$718K Buy
23,702
+21
+0.1% +$605 0.1% 70
2024
Q4 		$673K Sell
23,681
-108
-0.5% -$2.9K 0.09% 71
2024
Q3 		$621K Buy
+23,789
New +$463K 0.08% 88

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

Focused Wealth Management's AHR Position: Q2 2026 in Review

Focused Wealth Management increased its American Healthcare REIT (AHR) stake by 4.4% in Q2 2026, buying an estimated $48.8K and bringing the position to 23,489 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #79.

Focused Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Focused Wealth Management held 23,489 shares of American Healthcare REIT worth $1.22M as of Q2 2026.
  • Focused Wealth Management bought 993 American Healthcare REIT shares in Q2 2026, an estimated $48.8K.
  • American Healthcare REIT made up 0.11% of Focused Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Focused Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.