Hillsdale Investment Management’s American Healthcare REIT AHR Stock Holding History

Hillsdale Investment Management’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	$274K	Sell	5,260 -1,830	-26%	-$89.9K	0.01%	546
2026 Q1	$334K	Buy	7,090 +6,890	+3,445%	+$342K	0.01%	479
2025 Q4	$9.41K	Sell	200 -20	-9%	-$927	﹤0.01%	567
2025 Q3	$9.24K	Sell	220 -20	-8%	-$804	﹤0.01%	552
2025 Q2	$8.82K	Sell	240 -20	-8%	-$665	﹤0.01%	524
2025 Q1	$7.88K	Hold	260	–	–	﹤0.01%	498
2024 Q4	$7.39K	Buy	+260	New	+$6.99K	﹤0.01%	518

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's AHR Position: Q2 2026 in Review

Hillsdale Investment Management reduced its American Healthcare REIT (AHR) stake by 26% in Q2 2026, selling an estimated $89.9K and leaving 5,260 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #546.

Hillsdale Investment Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2026. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Hillsdale Investment Management held 5,260 shares of American Healthcare REIT worth $274K as of Q2 2026.
Hillsdale Investment Management sold 1,830 American Healthcare REIT shares in Q2 2026, an estimated $89.9K.
American Healthcare REIT made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #546 holding.
Hillsdale Investment Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
Hillsdale Investment Management's American Healthcare REIT position peaked at $334K in Q1 2026.
573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.