Kestra Advisory Services
AHR icon

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
Q3 		$16M Buy
312,140
+22,970
+8% +$1.26M 0.05% 410
2026
Q2 		$15.1M Sell
289,170
-59,612
-17% -$2.93M 0.05% 392
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kestra Advisory Services's AHR Position: Q3 2026 in Review

Kestra Advisory Services increased its American Healthcare REIT (AHR) stake by 7.9% in Q3 2026, buying an estimated $1.26M and bringing the position to 312,140 shares worth $16M. The position accounts for 0.05% of the portfolio, ranked #410.

Kestra Advisory Services first reported a position in AHR in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.6M in Q4 2024. 213 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Kestra Advisory Services held 312,140 shares of American Healthcare REIT worth $16M as of Q3 2026.
  • Kestra Advisory Services bought 22,970 American Healthcare REIT shares in Q3 2026, an estimated $1.26M.
  • American Healthcare REIT made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #410 holding.
  • Kestra Advisory Services first reported a position in American Healthcare REIT in Q1 2024 and has held it in 11 quarters since.
  • Kestra Advisory Services's American Healthcare REIT position peaked at $16.6M in Q4 2024.
  • 213 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.