Fulcrum Equity Management’s American Healthcare REIT AHR Stock Holding History

Fulcrum Equity 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	$517K	Buy	9,909 +4	+0%	+$197	0.38%	61
2026 Q1	$467K	Hold	9,905	–	–	0.45%	56
2025 Q4	$466K	Hold	9,905	–	–	0.45%	54
2025 Q3	$416K	Hold	9,905	–	–	0.42%	58
2025 Q2	$364K	Hold	9,905	–	–	0.37%	63
2025 Q1	$300K	Hold	9,905	–	–	0.33%	68
2024 Q4	$282K	Hold	9,905	–	–	0.28%	81
2024 Q3	$259K	Buy	+9,905	New	+$193K	0.22%	118

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

Fulcrum Equity Management's AHR Position: Q2 2026 in Review

Fulcrum Equity Management increased its American Healthcare REIT (AHR) stake by 0.04% in Q2 2026, buying an estimated $197 and bringing the position to 9,909 shares worth $517K. The position accounts for 0.38% of the portfolio, ranked #61.

Fulcrum Equity Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Fulcrum Equity Management held 9,909 shares of American Healthcare REIT worth $517K as of Q2 2026.
Fulcrum Equity Management bought 4 American Healthcare REIT shares in Q2 2026, an estimated $197.
American Healthcare REIT made up 0.38% of Fulcrum Equity Management's portfolio in Q2 2026, its #61 holding.
Fulcrum Equity Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.