Janney Montgomery Scott
AHR icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return