Loomis, Sayles & Company
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Loomis, Sayles & Company’s American Healthcare REIT AHR Stock Holding History

Loomis, Sayles & Company’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 		$8.83M Buy
169,399
+168,638
+22,160% +$8.29M 0.01% 401
2026
Q1 		$35.9K Hold
761
– – ﹤0.01% 629
2025
Q4 		$35.8K Hold
761
– – ﹤0.01% 636
2025
Q3 		$32K Sell
761
-150
-16% -$6.03K ﹤0.01% 656
2025
Q2 		$33.5K Sell
911
-148
-14% -$4.92K ﹤0.01% 653
2025
Q1 		$32K Sell
1,059
-716
-40% -$20.6K ﹤0.01% 681
2024
Q4 		$50K Sell
1,775
-320
-15% -$8.61K ﹤0.01% 664
2024
Q3 		$55K Buy
+2,095
New +$40.8K ﹤0.01% 628

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

Loomis, Sayles & Company's AHR Position: Q2 2026 in Review

Loomis, Sayles & Company increased its American Healthcare REIT (AHR) stake by 22,160% in Q2 2026, buying an estimated $8.29M and bringing the position to 169,399 shares worth $8.83M. The position accounts for 0.01% of the portfolio, ranked #401.

Loomis, Sayles & Company first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Loomis, Sayles & Company held 169,399 shares of American Healthcare REIT worth $8.83M as of Q2 2026.
  • Loomis, Sayles & Company bought 168,638 American Healthcare REIT shares in Q2 2026, an estimated $8.29M.
  • American Healthcare REIT made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #401 holding.
  • Loomis, Sayles & Company first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.