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Merit Financial Group’s American Healthcare REIT AHR Stock Holding History

Merit Financial Group’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 		$8.6M Sell
164,865
-3,131
-2% -$154K 0.05% 291
2026
Q1 		$7.92M Sell
167,996
-15
-0% -$744 0.06% 278
2025
Q4 		$7.91M Sell
168,011
-7,091
-4% -$329K 0.06% 244
2025
Q3 		$7.36M Buy
175,102
+2,319
+1% +$93.2K 0.07% 219
2025
Q2 		$6.35M Sell
172,783
-3,044
-2% -$101K 0.07% 218
2025
Q1 		$5.33M Sell
175,827
-8,407
-5% -$242K 0.08% 210
2024
Q4 		$5.24M Buy
184,234
+2,997
+2% +$80.6K 0.09% 175
2024
Q3 		$4.73M Buy
+181,237
New +$3.53M 0.11% 151

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

Merit Financial Group's AHR Position: Q2 2026 in Review

Merit Financial Group reduced its American Healthcare REIT (AHR) stake by 1.9% in Q2 2026, selling an estimated $154K and leaving 164,865 shares worth $8.6M. The position accounts for 0.05% of the portfolio, ranked #291.

Merit Financial Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Merit Financial Group held 164,865 shares of American Healthcare REIT worth $8.6M as of Q2 2026.
  • Merit Financial Group sold 3,131 American Healthcare REIT shares in Q2 2026, an estimated $154K.
  • American Healthcare REIT made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #291 holding.
  • Merit Financial Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.