Kestra Investment Management
AHR icon

Kestra Investment Management’s American Healthcare REIT AHR Stock Holding History

Kestra Investment Management’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 		$200K Buy
+3,826
New +$188K ﹤0.01% 513
2026
Q1 		– Sell
-4,990
Closed -$235K – 516
2025
Q4 		$235K Buy
+4,990
New +$231K 0.01% 395

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

Kestra Investment Management's AHR Position: Q2 2026 in Review

Kestra Investment Management opened a new position in American Healthcare REIT (AHR) in Q2 2026: 3,826 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in AHR as recently as Q4 2025.

Kestra Investment Management first reported a position in AHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 574 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Kestra Investment Management held 3,826 shares of American Healthcare REIT worth $200K as of Q2 2026.
  • American Healthcare REIT was a new Kestra Investment Management position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #513 holding.
  • Kestra Investment Management first reported a position in American Healthcare REIT in Q4 2025 and has held it in 2 quarters since.
  • Kestra Investment Management's American Healthcare REIT position peaked at $235K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.