McDonald Partners’s American Healthcare REIT AHR Stock Holding History

McDonald Partners’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	$24.1K	Buy	+463	New	+$22.8K	0.01%	386

Other funds holding AHR

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

McDonald Partners's AHR Position: Q2 2026 in Review

McDonald Partners opened a new position in American Healthcare REIT (AHR) in Q2 2026: 463 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings.

143 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

McDonald Partners held 463 shares of American Healthcare REIT worth $24.1K as of Q2 2026.
American Healthcare REIT was a new McDonald Partners position in Q2 2026.
American Healthcare REIT made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #386 holding.
143 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.