Great Valley Advisor Group’s American Healthcare REIT AHR Stock Holding History

Great Valley Advisor Group’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	$494K	Sell	9,464 -4,084	-30%	-$201K	0.01%	731
2026 Q1	$639K	Buy	13,548 +4,662	+52%	+$231K	0.01%	608
2025 Q4	$418K	Buy	8,886 +14	+0.2%	+$649	0.01%	681
2025 Q3	$373K	Buy	8,872 +16	+0.2%	+$643	0.01%	711
2025 Q2	$325K	Sell	8,856 -374	-4%	-$12.4K	0.01%	721
2025 Q1	$280K	Sell	9,230 -552	-6%	-$15.9K	0.01%	746
2024 Q4	$278K	Sell	9,782 -3,350	-26%	-$90.1K	0.01%	710
2024 Q3	$343K	Buy	+13,132	New	+$256K	0.01%	652

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

Great Valley Advisor Group's AHR Position: Q2 2026 in Review

Great Valley Advisor Group reduced its American Healthcare REIT (AHR) stake by 30% in Q2 2026, selling an estimated $201K and leaving 9,464 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #731.

Great Valley Advisor Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $639K in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Great Valley Advisor Group held 9,464 shares of American Healthcare REIT worth $494K as of Q2 2026.
Great Valley Advisor Group sold 4,084 American Healthcare REIT shares in Q2 2026, an estimated $201K.
American Healthcare REIT made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #731 holding.
Great Valley Advisor Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Great Valley Advisor Group's American Healthcare REIT position peaked at $639K in Q1 2026.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.