Independent Financial Group’s American Healthcare REIT AHR Stock Holding History

Independent Financial Group’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	$5.78M	Sell	110,823 -8,139	-7%	-$400K	0.11%	186
2026 Q1	$5.61M	Sell	118,962 -10,801	-8%	-$535K	0.13%	163
2025 Q4	$6.11M	Sell	129,763 -3,481	-3%	-$161K	0.14%	141
2025 Q3	$5.6M	Sell	133,244 -3,074	-2%	-$124K	0.13%	142
2025 Q2	$5.01M	Sell	136,318 -51,293	-27%	-$1.7M	0.14%	141
2025 Q1	$5.68M	Buy	187,611 +35,929	+24%	+$1.04M	0.2%	102
2024 Q4	$4.31M	Sell	151,682 -214,104	-59%	-$5.76M	0.14%	129
2024 Q3	$9.55M	Buy	+365,786	New	+$7.13M	0.35%	48

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Independent Financial Group's AHR Position: Q2 2026 in Review

Independent Financial Group reduced its American Healthcare REIT (AHR) stake by 6.8% in Q2 2026, selling an estimated $400K and leaving 110,823 shares worth $5.78M. The position accounts for 0.11% of the portfolio, ranked #186.

Independent Financial Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.55M in Q3 2024. 527 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Independent Financial Group held 110,823 shares of American Healthcare REIT worth $5.78M as of Q2 2026.
Independent Financial Group sold 8,139 American Healthcare REIT shares in Q2 2026, an estimated $400K.
American Healthcare REIT made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #186 holding.
Independent Financial Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's American Healthcare REIT position peaked at $9.55M in Q3 2024.
527 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.