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Freestone Grove Partners’s American Healthcare REIT AHR Stock Holding History

Freestone Grove Partners’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 		$29.4M Sell
563,277
-102,727
-15% -$5.05M 0.19% 158
2026
Q1 		$31.4M Sell
666,004
-28,948
-4% -$1.44M 0.22% 154
2025
Q4 		$32.7M Buy
+694,952
New +$32.2M 0.24% 135

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

Freestone Grove Partners's AHR Position: Q2 2026 in Review

Freestone Grove Partners reduced its American Healthcare REIT (AHR) stake by 15% in Q2 2026, selling an estimated $5.05M and leaving 563,277 shares worth $29.4M. The position accounts for 0.19% of the portfolio, ranked #158.

Freestone Grove Partners first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.7M in Q4 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Freestone Grove Partners held 563,277 shares of American Healthcare REIT worth $29.4M as of Q2 2026.
  • Freestone Grove Partners sold 102,727 American Healthcare REIT shares in Q2 2026, an estimated $5.05M.
  • American Healthcare REIT made up 0.19% of Freestone Grove Partners's portfolio in Q2 2026, its #158 holding.
  • Freestone Grove Partners first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's American Healthcare REIT position peaked at $32.7M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.