Morgan Stanley
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Morgan Stanley’s American Healthcare REIT AHR Stock Holding History

Morgan Stanley’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 		$124M Buy
2,378,640
+628,897
+36% +$30.9M 0.01% 1389
2026
Q1 		$82.5M Sell
1,749,743
-60,270
-3% -$2.99M 0.01% 1608
2025
Q4 		$85.2M Buy
1,810,013
+513,376
+40% +$23.8M 0.01% 1585
2025
Q3 		$54.5M Buy
1,296,637
+62,572
+5% +$2.51M ﹤0.01% 1941
2025
Q2 		$45.3M Buy
1,234,065
+121,955
+11% +$4.05M ﹤0.01% 2012
2025
Q1 		$33.7M Buy
1,112,110
+45,438
+4% +$1.31M ﹤0.01% 2182
2024
Q4 		$30.3M Buy
1,066,672
+266,007
+33% +$7.16M ﹤0.01% 2328
2024
Q3 		$20.9M Sell
800,665
-104,843
-12% -$2.04M ﹤0.01% 2762
2024
Q2 		$13.2M Buy
905,508
+626,426
+224% +$8.85M ﹤0.01% 3092
2024
Q1 		$4.12M Buy
+279,082
New +$3.84M ﹤0.01% 4064

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

Morgan Stanley's AHR Position: Q2 2026 in Review

Morgan Stanley increased its American Healthcare REIT (AHR) stake by 36% in Q2 2026, buying an estimated $30.9M and bringing the position to 2,378,640 shares worth $124M. The position accounts for 0.01% of the portfolio, ranked #1389.

Morgan Stanley first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Morgan Stanley held 2,378,640 shares of American Healthcare REIT worth $124M as of Q2 2026.
  • Morgan Stanley bought 628,897 American Healthcare REIT shares in Q2 2026, an estimated $30.9M.
  • American Healthcare REIT made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1389 holding.
  • Morgan Stanley first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.