Investmark Advisory Group’s American Healthcare REIT AHR Stock Holding History

Investmark Advisory 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 Q1	$378K	Buy	8,020 +8	+0.1%	+$397	0.16%	90
2025 Q4	$377K	Buy	8,012 +9	+0.1%	+$417	0.16%	90
2025 Q3	$336K	Sell	8,003 -393	-5%	-$15.8K	0.15%	98
2025 Q2	$308K	Sell	8,396 -2,920	-26%	-$97K	0.14%	100
2025 Q1	$343K	Sell	11,316 -1,015	-8%	-$29.3K	0.17%	85
2024 Q4	$350K	Buy	12,331 +1,768	+17%	+$47.6K	0.17%	85
2024 Q3	$276K	Buy	+10,563	New	+$206K	0.13%	98

Other funds holding AHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Investmark Advisory Group's AHR Position: Q1 2026 in Review

Investmark Advisory Group increased its American Healthcare REIT (AHR) stake by 0.1% in Q1 2026, buying an estimated $397 and bringing the position to 8,020 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #90.

Investmark Advisory Group first reported a position in AHR in Q3 2024 and has held it in 7 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

Investmark Advisory Group held 8,020 shares of American Healthcare REIT worth $378K as of Q1 2026.
Investmark Advisory Group bought 8 American Healthcare REIT shares in Q1 2026, an estimated $397.
American Healthcare REIT made up 0.16% of Investmark Advisory Group's portfolio in Q1 2026, its #90 holding.
Investmark Advisory Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.