Kestra Advisory Services’s American Healthcare REIT AHR Stock Holding History

Kestra 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 Q1	$16.4M	Buy	348,782 +92,603	+36%	+$4.59M	0.06%	318
2025 Q4	$12.1M	Sell	256,179 -12,838	-5%	-$595K	0.05%	367
2025 Q3	$11.3M	Sell	269,017 -110,398	-29%	-$4.44M	0.05%	357
2025 Q2	$13.9M	Buy	379,415 +856	+0.2%	+$28.4K	0.07%	289
2025 Q1	$11.5M	Sell	378,559 -200,991	-35%	-$5.8M	0.06%	316
2024 Q4	$16.6M	Buy	579,550 +102,425	+21%	+$2.76M	0.09%	229
2024 Q3	$12.5M	Buy	477,125 +460,250	+2,727%	+$8.97M	0.07%	300
2024 Q2	$247K	Sell	16,875 -1,528	-8%	-$21.6K	﹤0.01%	2259
2024 Q1	$271K	Buy	+18,403	New	+$253K	﹤0.01%	2073

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

Kestra Advisory Services's AHR Position: Q1 2026 in Review

Kestra Advisory Services increased its American Healthcare REIT (AHR) stake by 36% in Q1 2026, buying an estimated $4.59M and bringing the position to 348,782 shares worth $16.4M. The position accounts for 0.06% of the portfolio, ranked #318.

Kestra Advisory Services first reported a position in AHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.6M in Q4 2024. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

Kestra Advisory Services held 348,782 shares of American Healthcare REIT worth $16.4M as of Q1 2026.
Kestra Advisory Services bought 92,603 American Healthcare REIT shares in Q1 2026, an estimated $4.59M.
American Healthcare REIT made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #318 holding.
Kestra Advisory Services first reported a position in American Healthcare REIT in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's American Healthcare REIT position peaked at $16.6M in Q4 2024.
518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.