Fortitude Family Office’s American Healthcare REIT AHR Stock Holding History

Fortitude Family Office’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 Q3	$3.69K	Buy	+72	New	+$3.94K	﹤0.01%	1730
2025 Q1	–	Sell	-1,250	Closed	-$35.5K	–	1291
2024 Q4	$35.5K	Sell	1,250 -1,875	-60%	-$50.4K	0.01%	329
2024 Q3	$81.6K	Buy	+3,125	New	+$60.9K	0.03%	181

Other funds holding AHR

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fortitude Family Office's AHR Position: Q3 2026 in Review

Fortitude Family Office opened a new position in American Healthcare REIT (AHR) in Q3 2026: 72 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in AHR as recently as Q4 2024.

Fortitude Family Office first reported a position in AHR in Q3 2024 and has held it in 3 quarters since. The position peaked at $81.6K in Q3 2024. 44 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Fortitude Family Office held 72 shares of American Healthcare REIT worth $3.69K as of Q3 2026.
American Healthcare REIT was a new Fortitude Family Office position in Q3 2026.
American Healthcare REIT made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1730 holding.
Fortitude Family Office first reported a position in American Healthcare REIT in Q3 2024 and has held it in 3 quarters since.
Fortitude Family Office's American Healthcare REIT position peaked at $81.6K in Q3 2024.
44 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.