GJIA
AHR icon

Glass Jacobson Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Glass Jacobson 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 		$2.05M Sell
39,355
-606
-2% -$29.8K 0.64% 54
2026
Q1 		$1.88M Sell
39,961
-139
-0.3% -$6.89K 0.65% 53
2025
Q4 		$1.89M Buy
40,100
+7
+0% +$325 0.68% 52
2025
Q3 		$1.68M Buy
40,093
+9
+0% +$362 0.61% 57
2025
Q2 		$1.47M Sell
40,084
-28,582
-42% -$950K 0.57% 62
2025
Q1 		$1.95M Hold
68,666
– – 0.64% 47
2024
Q4 		$1.95M Sell
68,666
-37,358
-35% -$1M 0.64% 47
2024
Q3 		$2.77M Buy
+106,024
New +$2.07M 0.92% 28

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

Glass Jacobson Investment Advisors's AHR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its American Healthcare REIT (AHR) stake by 1.5% in Q2 2026, selling an estimated $29.8K and leaving 39,355 shares worth $2.05M. The position accounts for 0.64% of the portfolio, ranked #54.

Glass Jacobson Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.77M in Q3 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Glass Jacobson Investment Advisors held 39,355 shares of American Healthcare REIT worth $2.05M as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 606 American Healthcare REIT shares in Q2 2026, an estimated $29.8K.
  • American Healthcare REIT made up 0.64% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Glass Jacobson Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Glass Jacobson Investment Advisors's American Healthcare REIT position peaked at $2.77M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.