FGA
AHR icon

Fortis Group Advisors’s American Healthcare REIT AHR Stock Holding History

Fortis Group 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 		$1.43M Buy
27,332
+77
+0.3% +$3.78K 0.23% 110
2026
Q1 		$1.37M Buy
27,255
+53
+0.2% +$2.63K 0.23% 115
2025
Q4 		$1.28M Sell
27,202
-363
-1% -$16.8K 0.21% 126
2025
Q3 		$1.23M Buy
27,565
+209
+0.8% +$8.4K 0.21% 106
2025
Q2 		$1.05M Sell
27,356
-2,231
-8% -$74.1K 0.19% 108
2025
Q1 		$896K Sell
29,587
-164
-0.6% -$4.73K 0.17% 114
2024
Q4 		$846K Buy
29,751
+7,693
+35% +$207K 0.16% 108
2024
Q3 		$576K Buy
+22,058
New +$430K 0.11% 114

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

Fortis Group Advisors's AHR Position: Q2 2026 in Review

Fortis Group Advisors increased its American Healthcare REIT (AHR) stake by 0.28% in Q2 2026, buying an estimated $3.78K and bringing the position to 27,332 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #110.

Fortis Group Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Fortis Group Advisors held 27,332 shares of American Healthcare REIT worth $1.43M as of Q2 2026.
  • Fortis Group Advisors bought 77 American Healthcare REIT shares in Q2 2026, an estimated $3.78K.
  • American Healthcare REIT made up 0.23% of Fortis Group Advisors's portfolio in Q2 2026, its #110 holding.
  • Fortis Group Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.