Hilton Capital Management’s American Healthcare REIT AHR Stock Holding History

Hilton Capital 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	$4.78M	Buy	91,657 +355	+0.4%	+$17.4K	0.33%	79
2026 Q1	$4.31M	Buy	91,302 +1,771	+2%	+$87.8K	0.33%	74
2025 Q4	$4.21M	Buy	89,531 +479	+0.5%	+$22.2K	0.32%	74
2025 Q3	$3.74M	Sell	89,052 -67,534	-43%	-$2.71M	0.3%	76
2025 Q2	$5.75M	Sell	156,586 -2,429	-2%	-$80.7K	0.46%	58
2025 Q1	$4.82M	Buy	159,015 +2,329	+1%	+$67.2K	0.41%	63
2024 Q4	$4.45M	Sell	156,686 -26,353	-14%	-$709K	0.39%	63
2024 Q3	$4.78M	Buy	+183,039	New	+$3.57M	0.37%	61

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

Hilton Capital Management's AHR Position: Q2 2026 in Review

Hilton Capital Management increased its American Healthcare REIT (AHR) stake by 0.39% in Q2 2026, buying an estimated $17.4K and bringing the position to 91,657 shares worth $4.78M. The position accounts for 0.33% of the portfolio, ranked #79.

Hilton Capital Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.75M in Q2 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Hilton Capital Management held 91,657 shares of American Healthcare REIT worth $4.78M as of Q2 2026.
Hilton Capital Management bought 355 American Healthcare REIT shares in Q2 2026, an estimated $17.4K.
American Healthcare REIT made up 0.33% of Hilton Capital Management's portfolio in Q2 2026, its #79 holding.
Hilton Capital Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Hilton Capital Management's American Healthcare REIT position peaked at $5.75M in Q2 2025.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.