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Garton & Associates Financial Advisors’s American Healthcare REIT AHR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-555
Closed -$26.1K – 723
2025
Q4 		$26.1K Buy
+555
New +$25.7K 0.01% 550

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Garton & Associates Financial Advisors's AHR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 555 shares — an estimated $26.1K sold.

Garton & Associates Financial Advisors first reported a position in AHR in Q4 2025 and held it in 1 quarter. The position peaked at $26.1K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 555 American Healthcare REIT shares in Q1 2026, an estimated $26.1K.
  • Garton & Associates Financial Advisors first reported a position in American Healthcare REIT in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's American Healthcare REIT position peaked at $26.1K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.