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Heritage Family Offices’s American Healthcare REIT AHR Stock Holding History

Heritage Family Offices’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 		$325K Sell
6,238
-360
-5% -$17.7K 0.13% 137
2026
Q1 		$311K Sell
6,598
-1,681
-20% -$83.3K 0.14% 136
2025
Q4 		$390K Sell
8,279
-123
-1% -$5.7K 0.18% 114
2025
Q3 		$353K Sell
8,402
-678
-7% -$27.2K 0.16% 116
2025
Q2 		$276K Hold
9,080
– – 0.14% 133
2025
Q1 		$275K Sell
9,080
-4,801
-35% -$138K 0.14% 131
2024
Q4 		$395K Sell
13,881
-9,747
-41% -$262K 0.2% 102
2024
Q3 		$617K Buy
+23,628
New +$460K 0.32% 70

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

Heritage Family Offices's AHR Position: Q2 2026 in Review

Heritage Family Offices reduced its American Healthcare REIT (AHR) stake by 5.5% in Q2 2026, selling an estimated $17.7K and leaving 6,238 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #137.

Heritage Family Offices first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2024. 574 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Heritage Family Offices held 6,238 shares of American Healthcare REIT worth $325K as of Q2 2026.
  • Heritage Family Offices sold 360 American Healthcare REIT shares in Q2 2026, an estimated $17.7K.
  • American Healthcare REIT made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #137 holding.
  • Heritage Family Offices first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's American Healthcare REIT position peaked at $617K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.