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Global Retirement Partners’s American Healthcare REIT AHR Stock Holding History

Global Retirement 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 		$133K Buy
+2,560
New +$126K ﹤0.01% 1856
2025
Q4 		$167K Buy
3,551
+2,393
+207% +$111K ﹤0.01% 1582
2025
Q3 		$48.6K Buy
1,158
+841
+265% +$33.8K ﹤0.01% 1905
2025
Q2 		$11.6K Buy
+317
New +$10.5K ﹤0.01% 2542
2024
Q4 		$19.7K Hold
694
– – ﹤0.01% 2096
2024
Q3 		$18.1K Buy
+694
New +$13.5K ﹤0.01% 2042

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 $3.38T AUM 44.17% 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

Global Retirement Partners's AHR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in American Healthcare REIT (AHR) in Q2 2026: 2,560 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AHR as recently as Q4 2025.

Global Retirement Partners first reported a position in AHR in Q3 2024 and has held it in 6 quarters since. The position peaked at $167K in Q4 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Global Retirement Partners held 2,560 shares of American Healthcare REIT worth $133K as of Q2 2026.
  • American Healthcare REIT was a new Global Retirement Partners position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1856 holding.
  • Global Retirement Partners first reported a position in American Healthcare REIT in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's American Healthcare REIT position peaked at $167K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.