HRC Wealth Management’s American Healthcare REIT AHR Stock Holding History

HRC Wealth 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	$394K	Sell	7,549 -507	-6%	-$24.9K	0.16%	43
2026 Q1	$380K	Sell	8,056 -2,379	-23%	-$118K	0.18%	43
2025 Q4	$491K	Sell	10,435 -530	-5%	-$24.6K	0.24%	35
2025 Q3	$461K	Sell	10,965 -177	-2%	-$7.11K	0.22%	34
2025 Q2	$409K	Hold	11,142	–	–	0.22%	36
2025 Q1	$338K	Hold	11,142	–	–	0.21%	39
2024 Q4	$317K	Buy	+11,142	New	+$300K	0.19%	40

Other funds holding AHR

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

HRC Wealth Management's AHR Position: Q2 2026 in Review

HRC Wealth Management reduced its American Healthcare REIT (AHR) stake by 6.3% in Q2 2026, selling an estimated $24.9K and leaving 7,549 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #43.

HRC Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 171 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

HRC Wealth Management held 7,549 shares of American Healthcare REIT worth $394K as of Q2 2026.
HRC Wealth Management sold 507 American Healthcare REIT shares in Q2 2026, an estimated $24.9K.
American Healthcare REIT made up 0.16% of HRC Wealth Management's portfolio in Q2 2026, its #43 holding.
HRC Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
HRC Wealth Management's American Healthcare REIT position peaked at $491K in Q4 2025.
171 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.