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Kovack Advisors’s American Healthcare REIT AHR Stock Holding History

Kovack Advisors’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 		$285K Sell
5,306
-1,741
-25% -$85.5K 0.01% 815
2026
Q1 		$335K Sell
7,047
-700
-9% -$34.7K 0.02% 718
2025
Q4 		$365K Buy
7,747
+466
+6% +$21.6K 0.02% 694
2025
Q3 		$306K Sell
7,281
-406
-5% -$16.3K 0.03% 459
2025
Q2 		$282K Buy
+7,687
New +$255K 0.03% 483
2024
Q4 		– Sell
-8,791
Closed -$229K – 643
2024
Q3 		$229K Buy
+8,791
New +$171K 0.02% 511

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

Kovack Advisors's AHR Position: Q2 2026 in Review

Kovack Advisors reduced its American Healthcare REIT (AHR) stake by 25% in Q2 2026, selling an estimated $85.5K and leaving 5,306 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #815.

Kovack Advisors first reported a position in AHR in Q3 2024 and has held it in 6 quarters since. The position peaked at $365K in Q4 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Kovack Advisors held 5,306 shares of American Healthcare REIT worth $285K as of Q2 2026.
  • Kovack Advisors sold 1,741 American Healthcare REIT shares in Q2 2026, an estimated $85.5K.
  • American Healthcare REIT made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #815 holding.
  • Kovack Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 6 quarters since.
  • Kovack Advisors's American Healthcare REIT position peaked at $365K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.