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

HMS 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 		$616K Sell
11,805
-115
-1% -$5.65K 0.23% 77
2026
Q1 		$562K Buy
11,920
+753
+7% +$37.3K 0.22% 74
2025
Q4 		$526K Sell
11,167
-143
-1% -$6.63K 0.22% 72
2025
Q3 		$475K Sell
11,310
-403
-3% -$16.2K 0.2% 75
2025
Q2 		$430K Buy
+11,713
New +$389K 0.19% 80

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HMS Capital Management reduced its American Healthcare REIT (AHR) stake by 0.96% in Q2 2026, selling an estimated $5.65K and leaving 11,805 shares worth $616K. The position accounts for 0.23% of the portfolio, ranked #77.

HMS Capital Management 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.

  • HMS Capital Management held 11,805 shares of American Healthcare REIT worth $616K as of Q2 2026.
  • HMS Capital Management sold 115 American Healthcare REIT shares in Q2 2026, an estimated $5.65K.
  • American Healthcare REIT made up 0.23% of HMS Capital Management's portfolio in Q2 2026, its #77 holding.
  • HMS Capital Management 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 HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.