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Keating Financial Advisory Services’s American Healthcare REIT AHR Stock Holding History

Keating Financial Advisory Services’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 		$1.88K Buy
36
+4
+13% +$197 ﹤0.01% 1965
2026
Q1 		$1.51K Sell
32
-18
-36% -$892 ﹤0.01% 1954
2025
Q4 		$2.35K Buy
+50
New +$2.32K ﹤0.01% 1526

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's AHR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its American Healthcare REIT (AHR) stake by 13% in Q2 2026, buying an estimated $197 and bringing the position to 36 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Keating Financial Advisory Services first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q4 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Keating Financial Advisory Services held 36 shares of American Healthcare REIT worth $1.88K as of Q2 2026.
  • Keating Financial Advisory Services bought 4 American Healthcare REIT shares in Q2 2026, an estimated $197.
  • American Healthcare REIT made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1965 holding.
  • Keating Financial Advisory Services first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's American Healthcare REIT position peaked at $2.35K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.