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Grove Bank & Trust’s American Healthcare REIT AHR Stock Holding History

Grove Bank & Trust’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
-414
Closed -$19.5K – 897
2025
Q4 		$19.5K Sell
414
-1,234
-75% -$57.2K ﹤0.01% 550
2025
Q3 		$69.2K Sell
1,648
-1,894
-53% -$76.1K 0.01% 377
2025
Q2 		$130K Buy
+3,542
New +$118K 0.02% 301

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Grove Bank & Trust's AHR Position: Q1 2026 in Review

Grove Bank & Trust sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 414 shares — an estimated $19.5K sold.

Grove Bank & Trust first reported a position in AHR in Q2 2025 and held it in 3 quarters. The position peaked at $130K in Q2 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Grove Bank & Trust reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Grove Bank & Trust sold 414 American Healthcare REIT shares in Q1 2026, an estimated $19.5K.
  • Grove Bank & Trust first reported a position in American Healthcare REIT in Q2 2025 and held it in 3 quarters.
  • Grove Bank & Trust's American Healthcare REIT position peaked at $130K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Grove Bank & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.