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NewEdge Advisors’s American Healthcare REIT AHR Stock Holding History

NewEdge 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 		$1.97M Sell
37,799
-11
-0% -$541 0.01% 1229
2026
Q1 		$1.78M Sell
37,810
-1,219
-3% -$60.4K 0.01% 1170
2025
Q4 		$1.84M Sell
39,029
-4,006
-9% -$186K 0.01% 1118
2025
Q3 		$1.81M Buy
43,035
+2,066
+5% +$83K 0.01% 1071
2025
Q2 		$1.51M Buy
40,969
+17,460
+74% +$580K 0.01% 1070
2025
Q1 		$712K Buy
23,509
+2,011
+9% +$58K ﹤0.01% 1382
2024
Q4 		$611K Sell
21,498
-2,239
-9% -$60.2K ﹤0.01% 1423
2024
Q3 		$620K Buy
23,737
+9,196
+63% +$179K ﹤0.01% 1345
2024
Q2 		$212K Sell
14,541
-5,344
-27% -$75.5K ﹤0.01% 1893
2024
Q1 		$293K Buy
+19,885
New +$273K ﹤0.01% 1656

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

NewEdge Advisors's AHR Position: Q2 2026 in Review

NewEdge Advisors reduced its American Healthcare REIT (AHR) stake by 0.03% in Q2 2026, selling an estimated $541 and leaving 37,799 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1229.

NewEdge Advisors 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.

  • NewEdge Advisors held 37,799 shares of American Healthcare REIT worth $1.97M as of Q2 2026.
  • NewEdge Advisors sold 11 American Healthcare REIT shares in Q2 2026, an estimated $541.
  • American Healthcare REIT made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1229 holding.
  • NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.