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Newbridge Financial Services Group’s American Healthcare REIT AHR Stock Holding History

Newbridge Financial Services 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 		$156K Hold
2,993
– – 0.02% 273
2026
Q1 		$141K Buy
2,993
+242
+9% +$12K 0.02% 263
2025
Q4 		$129K Sell
2,751
-478
-15% -$22.2K 0.02% 276
2025
Q3 		$136K Sell
3,229
-194
-6% -$7.8K 0.02% 347
2025
Q2 		$126K Hold
3,423
– – 0.02% 350
2025
Q1 		$104K Sell
3,423
-1,242
-27% -$35.8K 0.03% 258
2024
Q4 		$133K Buy
+4,665
New +$125K 0.03% 247

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

Newbridge Financial Services Group's AHR Position: Q2 2026 in Review

Newbridge Financial Services Group held its American Healthcare REIT (AHR) position steady in Q2 2026 at 2,993 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #273.

Newbridge Financial Services Group first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Newbridge Financial Services Group held 2,993 shares of American Healthcare REIT worth $156K as of Q2 2026.
  • Newbridge Financial Services Group left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #273 holding.
  • Newbridge Financial Services Group first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.