Janney Montgomery Scott
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Janney Montgomery Scott’s American Healthcare REIT AHR Stock Holding History

Janney Montgomery Scott’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 		$3.1M Buy
59,443
+18,224
+44% +$895K 0.01% 1239
2026
Q1 		$1.94M Buy
41,219
+11,830
+40% +$586K ﹤0.01% 1296
2025
Q4 		$1.38M Buy
29,389
+10,941
+59% +$507K ﹤0.01% 1543
2025
Q3 		$775K Buy
18,448
+1,917
+12% +$77K ﹤0.01% 1879
2025
Q2 		$607K Sell
16,531
-962
-5% -$32K ﹤0.01% 1890
2025
Q1 		$530K Buy
17,493
+3,578
+26% +$103K ﹤0.01% 1946
2024
Q4 		$395K Buy
13,915
+533
+4% +$14.3K ﹤0.01% 2142
2024
Q3 		$349K Buy
+13,382
New +$261K ﹤0.01% 2196

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

Janney Montgomery Scott's AHR Position: Q2 2026 in Review

Janney Montgomery Scott increased its American Healthcare REIT (AHR) stake by 44% in Q2 2026, buying an estimated $895K and bringing the position to 59,443 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #1239.

Janney Montgomery Scott first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Janney Montgomery Scott held 59,443 shares of American Healthcare REIT worth $3.1M as of Q2 2026.
  • Janney Montgomery Scott bought 18,224 American Healthcare REIT shares in Q2 2026, an estimated $895K.
  • American Healthcare REIT made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1239 holding.
  • Janney Montgomery Scott first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.