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Liberty Wealth Management’s American Healthcare REIT AHR Stock Holding History

Liberty Wealth 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 		$368K Hold
7,321
– – 0.05% 175
2026
Q1 		$368K Buy
+7,321
New +$363K 0.05% 175

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

Liberty Wealth Management's AHR Position: Q2 2026 in Review

Liberty Wealth Management held its American Healthcare REIT (AHR) position steady in Q2 2026 at 7,321 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #175.

Liberty Wealth Management first reported a position in AHR in Q1 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Liberty Wealth Management held 7,321 shares of American Healthcare REIT worth $368K as of Q2 2026.
  • Liberty Wealth Management left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Liberty Wealth Management first reported a position in American Healthcare REIT in Q1 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.