J.W. Cole Advisors’s American Healthcare REIT AHR Stock Holding History

J.W. Cole 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	$2.17M	Buy	+41,566	New	+$2.04M	0.04%	475
2026 Q1	–	Sell	-45,722	Closed	-$2.13M	–	1505
2025 Q4	$2.13M	Sell	45,722 -12,073	-21%	-$560K	0.05%	374
2025 Q3	$2.43M	Sell	57,795 -7,128	-11%	-$286K	0.05%	384
2025 Q2	$2.39M	Sell	64,923 -32,013	-33%	-$1.06M	0.05%	357
2025 Q1	$2.94M	Buy	96,936 +60,222	+164%	+$1.74M	0.09%	227
2024 Q4	$1.04M	Sell	36,714 -4,648	-11%	-$125K	0.04%	403
2024 Q3	$1.08M	Buy	+41,362	New	+$806K	0.05%	376

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Cole Advisors's AHR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in American Healthcare REIT (AHR) in Q2 2026: 41,566 shares worth $2.17M. The stake represents 0.04% of the portfolio and ranks #475 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in AHR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in AHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q1 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

J.W. Cole Advisors held 41,566 shares of American Healthcare REIT worth $2.17M as of Q2 2026.
American Healthcare REIT was a new J.W. Cole Advisors position in Q2 2026.
American Healthcare REIT made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #475 holding.
J.W. Cole Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
J.W. Cole Advisors's American Healthcare REIT position peaked at $2.94M in Q1 2025.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.