Indiana Trust & Investment Management’s American Healthcare REIT AHR Stock Holding History

Indiana Trust & Investment 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	$91.9K	Hold	1,762	–	–	0.03%	239
2026 Q1	$83.1K	Sell	1,762 -250	-12%	-$12.4K	0.03%	246
2025 Q4	$94.7K	Hold	2,012	–	–	0.03%	231
2025 Q3	$84.5K	Hold	2,012	–	–	0.03%	247
2025 Q2	$73.9K	Hold	2,012	–	–	0.02%	257
2025 Q1	$61K	Hold	2,012	–	–	0.02%	268
2024 Q4	$57.2K	Buy	+2,012	New	+$54.1K	0.02%	275

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Indiana Trust & Investment Management's AHR Position: Q2 2026 in Review

Indiana Trust & Investment Management held its American Healthcare REIT (AHR) position steady in Q2 2026 at 1,762 shares worth $91.9K. The position accounts for 0.03% of the portfolio, ranked #239.

Indiana Trust & Investment Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.7K in Q4 2025. 212 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Indiana Trust & Investment Management held 1,762 shares of American Healthcare REIT worth $91.9K as of Q2 2026.
Indiana Trust & Investment Management left its American Healthcare REIT share count unchanged in Q2 2026.
American Healthcare REIT made up 0.03% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #239 holding.
Indiana Trust & Investment Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
Indiana Trust & Investment Management's American Healthcare REIT position peaked at $94.7K in Q4 2025.
212 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.