HighPoint Advisor Group’s American Healthcare REIT AHR Stock Holding History

HighPoint Advisor Group’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	-4,485	Closed	-$212K	–	711
2026 Q1	$212K	Sell	4,485 -61,473	-93%	-$3.05M	0.01%	618
2025 Q4	$3.1M	Sell	65,958 -5,082	-7%	-$236K	0.07%	245
2025 Q3	$2.98M	Sell	71,040 -7,200	-9%	-$289K	0.14%	120
2025 Q2	$2.87M	Buy	78,240 +4,217	+6%	+$140K	0.15%	114
2025 Q1	$2.37M	Sell	74,023 -18,716	-20%	-$540K	0.14%	124
2024 Q4	$2.56M	Sell	92,739 -49,577	-35%	-$1.33M	0.14%	125
2024 Q3	$3.72M	Buy	+142,316	New	+$2.77M	0.22%	79
2024 Q2	–	Sell	-41,595	Closed	-$586K	–	641
2024 Q1	$586K	Buy	+41,595	New	+$572K	0.04%	322

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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

Bank of New York Mellon New York $609B AUM 40.19% 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

HighPoint Advisor Group's AHR Position: Q2 2026 in Review

HighPoint Advisor Group sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 4,485 shares — an estimated $212K sold.

HighPoint Advisor Group first reported a position in AHR in Q1 2024 and held it in 8 quarters. The position peaked at $3.72M in Q3 2024. 263 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

HighPoint Advisor Group reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
HighPoint Advisor Group sold 4,485 American Healthcare REIT shares in Q2 2026, an estimated $212K.
HighPoint Advisor Group first reported a position in American Healthcare REIT in Q1 2024 and held it in 8 quarters.
HighPoint Advisor Group's American Healthcare REIT position peaked at $3.72M in Q3 2024.
263 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.