Foundations Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Foundations Investment 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	$454K	Buy	8,705 +69	+0.8%	+$3.39K	﹤0.01%	816
2026 Q1	$407K	Buy	8,636 +59	+0.7%	+$2.92K	0.01%	783
2025 Q4	$404K	Sell	8,577 -1,157	-12%	-$53.7K	0.01%	783
2025 Q3	$409K	Sell	9,734 -3,118	-24%	-$125K	0.01%	726
2025 Q2	$472K	Buy	12,852 +4,784	+59%	+$159K	0.01%	597
2025 Q1	$244K	Sell	8,068 -1,246	-13%	-$35.9K	﹤0.01%	774
2024 Q4	$265K	Sell	9,314 -12,430	-57%	-$334K	0.01%	691
2024 Q3	$568K	Buy	+21,744	New	+$424K	0.01%	492

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foundations Investment Advisors's AHR Position: Q2 2026 in Review

Foundations Investment Advisors increased its American Healthcare REIT (AHR) stake by 0.8% in Q2 2026, buying an estimated $3.39K and bringing the position to 8,705 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Foundations Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $568K in Q3 2024. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Foundations Investment Advisors held 8,705 shares of American Healthcare REIT worth $454K as of Q2 2026.
Foundations Investment Advisors bought 69 American Healthcare REIT shares in Q2 2026, an estimated $3.39K.
American Healthcare REIT made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #816 holding.
Foundations Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's American Healthcare REIT position peaked at $568K in Q3 2024.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.