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Navis Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Navis Wealth 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 		$231K Hold
4,428
– – 0.09% 157
2026
Q1 		$209K Hold
4,428
– – 0.11% 168
2025
Q4 		$208K Buy
+4,428
New +$205K 0.09% 168

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

Navis Wealth Advisors's AHR Position: Q2 2026 in Review

Navis Wealth Advisors held its American Healthcare REIT (AHR) position steady in Q2 2026 at 4,428 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #157.

Navis Wealth Advisors first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Navis Wealth Advisors held 4,428 shares of American Healthcare REIT worth $231K as of Q2 2026.
  • Navis Wealth Advisors left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.09% of Navis Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Navis Wealth Advisors first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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