Highland Capital Management (Tennessee)’s American Healthcare REIT AHR Stock Holding History

Highland Capital Management (Tennessee)’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	–	Sell	-8,901	Closed	-$420K	–	468
2026 Q1	$420K	Buy	8,901 +3,098	+53%	+$154K	0.02%	338
2025 Q4	$273K	Sell	5,803 -165	-3%	-$7.65K	0.01%	345
2025 Q3	$251K	Sell	5,968 -69	-1%	-$2.77K	0.01%	376
2025 Q2	$222K	Buy	+6,037	New	+$201K	0.01%	377

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Highland Capital Management (Tennessee)'s AHR Position: Q2 2026 in Review

Highland Capital Management (Tennessee) sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 8,901 shares — an estimated $420K sold.

Highland Capital Management (Tennessee) first reported a position in AHR in Q2 2025 and held it in 4 quarters. The position peaked at $420K in Q1 2026. 211 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Highland Capital Management (Tennessee) reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 8,901 American Healthcare REIT shares in Q2 2026, an estimated $420K.
Highland Capital Management (Tennessee) first reported a position in American Healthcare REIT in Q2 2025 and held it in 4 quarters.
Highland Capital Management (Tennessee)'s American Healthcare REIT position peaked at $420K in Q1 2026.
211 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.