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BFC Planning, Inc.’s American Healthcare REIT AHR Stock Holding History

BFC Planning, Inc.’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 		$335K Sell
6,419
-1,284
-17% -$63.1K 0.01% 755
2026
Q1 		$363K Buy
7,703
+11
+0.1% +$545 0.02% 667
2025
Q4 		$362K Buy
7,692
+1,581
+26% +$73.3K 0.02% 652
2025
Q3 		$257K Sell
6,111
-2,011
-25% -$80.8K 0.02% 580
2025
Q2 		$298K Sell
8,122
-6,431
-44% -$214K 0.02% 492
2025
Q1 		$441K Buy
14,553
+2,769
+23% +$79.8K 0.04% 360
2024
Q4 		$335K Buy
+11,784
New +$317K 0.03% 443

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 $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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 $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s AHR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its American Healthcare REIT (AHR) stake by 17% in Q2 2026, selling an estimated $63.1K and leaving 6,419 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #755.

BFC Planning, Inc. first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q1 2025. 577 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • BFC Planning, Inc. held 6,419 shares of American Healthcare REIT worth $335K as of Q2 2026.
  • BFC Planning, Inc. sold 1,284 American Healthcare REIT shares in Q2 2026, an estimated $63.1K.
  • American Healthcare REIT made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #755 holding.
  • BFC Planning, Inc. first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s American Healthcare REIT position peaked at $441K in Q1 2025.
  • 577 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.