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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
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

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

Kestra Advisory Services's AHR Position: Q2 2026 in Review

Kestra Advisory Services reduced its American Healthcare REIT (AHR) stake by 17% in Q2 2026, selling an estimated $2.93M and leaving 289,170 shares worth $15.1M. The position accounts for 0.05% of the portfolio, ranked #392.

Kestra Advisory Services first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.6M in Q4 2024. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Kestra Advisory Services held 289,170 shares of American Healthcare REIT worth $15.1M as of Q2 2026.
  • Kestra Advisory Services sold 59,612 American Healthcare REIT shares in Q2 2026, an estimated $2.93M.
  • American Healthcare REIT made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #392 holding.
  • Kestra Advisory Services first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's American Healthcare REIT position peaked at $16.6M in Q4 2024.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.