IA
AHR icon

IFP Advisors’s American Healthcare REIT AHR Stock Holding History

IFP Advisors’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 		$479K Buy
9,185
+2,443
+36% +$120K 0.01% 1061
2026
Q1 		$318K Sell
6,742
-111
-2% -$5.5K 0.01% 1158
2025
Q4 		$323K Buy
6,853
+4,502
+191% +$209K 0.01% 1127
2025
Q3 		$98.8K Buy
2,351
+413
+21% +$16.6K ﹤0.01% 1689
2025
Q2 		$107K Sell
1,938
-43
-2% -$1.43K ﹤0.01% 1596
2025
Q1 		$60K Sell
1,981
-2,702
-58% -$77.9K ﹤0.01% 1806
2024
Q4 		$134K Buy
4,683
+591
+14% +$15.9K ﹤0.01% 1319
2024
Q3 		$107K Buy
+4,092
New +$79.7K ﹤0.01% 1373

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

IFP Advisors's AHR Position: Q2 2026 in Review

IFP Advisors increased its American Healthcare REIT (AHR) stake by 36% in Q2 2026, buying an estimated $120K and bringing the position to 9,185 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1061.

IFP Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • IFP Advisors held 9,185 shares of American Healthcare REIT worth $479K as of Q2 2026.
  • IFP Advisors bought 2,443 American Healthcare REIT shares in Q2 2026, an estimated $120K.
  • American Healthcare REIT made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1061 holding.
  • IFP Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.