High Note Wealth’s American Healthcare REIT AHR Stock Holding History

High Note Wealth’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	$4.07K	Hold	78	–	–	﹤0.01%	671
2026 Q1	$3.68K	Hold	78	–	–	﹤0.01%	652
2025 Q4	$3.67K	Sell	78 -10	-11%	-$464	﹤0.01%	624
2025 Q3	$3.7K	Sell	88 -15	-15%	-$603	﹤0.01%	595
2025 Q2	$3.78K	Buy	+103	New	+$3.42K	﹤0.01%	551

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

High Note Wealth's AHR Position: Q2 2026 in Review

High Note Wealth held its American Healthcare REIT (AHR) position steady in Q2 2026 at 78 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

High Note Wealth first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

High Note Wealth held 78 shares of American Healthcare REIT worth $4.07K as of Q2 2026.
High Note Wealth left its American Healthcare REIT share count unchanged in Q2 2026.
American Healthcare REIT made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #671 holding.
High Note Wealth first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.