Mutual Advisors’s American Healthcare REIT AHR Stock Holding History

Mutual Advisors’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	$402K	Buy	7,702 +631	+9%	+$31K	0.01%	1056
2026 Q1	$333K	Sell	7,071 -720	-9%	-$35.7K	0.01%	1074
2025 Q4	$367K	Buy	7,791 +32	+0.4%	+$1.48K	0.01%	1013
2025 Q3	$338K	Sell	7,759 -3,387	-30%	-$136K	0.01%	1016
2025 Q2	$416K	Buy	11,146 +543	+5%	+$18K	0.01%	863
2025 Q1	$330K	Buy	10,603 +640	+6%	+$18.5K	0.01%	877
2024 Q4	$286K	Buy	9,963 +60	+0.6%	+$1.61K	0.01%	893
2024 Q3	$256K	Buy	+9,903	New	+$193K	0.01%	966

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's AHR Position: Q2 2026 in Review

Mutual Advisors increased its American Healthcare REIT (AHR) stake by 8.9% in Q2 2026, buying an estimated $31K and bringing the position to 7,702 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1056.

Mutual Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $416K in Q2 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Mutual Advisors held 7,702 shares of American Healthcare REIT worth $402K as of Q2 2026.
Mutual Advisors bought 631 American Healthcare REIT shares in Q2 2026, an estimated $31K.
American Healthcare REIT made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1056 holding.
Mutual Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Mutual Advisors's American Healthcare REIT position peaked at $416K in Q2 2025.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.