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HUB Investment Partners’s American Healthcare REIT AHR Stock Holding History

HUB Investment Partners’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 		$264K Buy
5,068
+54
+1% +$2.65K ﹤0.01% 1059
2026
Q1 		$236K Hold
5,014
– – 0.01% 921
2025
Q4 		$236K Hold
5,014
– – 0.01% 771
2025
Q3 		$211K Buy
+5,014
New +$202K 0.01% 688

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

HUB Investment Partners's AHR Position: Q2 2026 in Review

HUB Investment Partners increased its American Healthcare REIT (AHR) stake by 1.1% in Q2 2026, buying an estimated $2.65K and bringing the position to 5,068 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

HUB Investment Partners first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • HUB Investment Partners held 5,068 shares of American Healthcare REIT worth $264K as of Q2 2026.
  • HUB Investment Partners bought 54 American Healthcare REIT shares in Q2 2026, an estimated $2.65K.
  • American Healthcare REIT made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1059 holding.
  • HUB Investment Partners first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.