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Harvest Investment Services’s American Healthcare REIT AHR Stock Holding History

Harvest Investment Services’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 		$326K Buy
+6,242
New +$307K 0.05% 299
2026
Q1 		– Sell
-27,845
Closed -$1.31M – 392
2025
Q4 		$1.31M Buy
27,845
+21,381
+331% +$991K 0.25% 98
2025
Q3 		$272K Buy
+6,464
New +$260K 0.05% 269

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

Harvest Investment Services's AHR Position: Q2 2026 in Review

Harvest Investment Services opened a new position in American Healthcare REIT (AHR) in Q2 2026: 6,242 shares worth $326K. The stake represents 0.05% of the portfolio and ranks #299 among its holdings. This is a return to the name: Harvest Investment Services previously reported a position in AHR as recently as Q4 2025.

Harvest Investment Services first reported a position in AHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Harvest Investment Services held 6,242 shares of American Healthcare REIT worth $326K as of Q2 2026.
  • American Healthcare REIT was a new Harvest Investment Services position in Q2 2026.
  • American Healthcare REIT made up 0.05% of Harvest Investment Services's portfolio in Q2 2026, its #299 holding.
  • Harvest Investment Services first reported a position in American Healthcare REIT in Q3 2025 and has held it in 3 quarters since.
  • Harvest Investment Services's American Healthcare REIT position peaked at $1.31M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.