Nisa Investment Advisors
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Nisa Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Nisa Investment 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 		$73.8K Sell
1,408
-10,167
-88% -$500K ﹤0.01% 1691
2026
Q1 		$550K Sell
11,575
-5,748
-33% -$285K ﹤0.01% 937
2025
Q4 		$821K Sell
17,323
-6,291
-27% -$292K ﹤0.01% 870
2025
Q3 		$999K Sell
23,614
-4,417
-16% -$178K ﹤0.01% 841
2025
Q2 		$1.04M Sell
28,031
-7,120
-20% -$237K ﹤0.01% 800
2025
Q1 		$1.07M Sell
35,151
-2,254
-6% -$65K 0.01% 804
2024
Q4 		$1.07M Buy
37,405
+16,948
+83% +$456K ﹤0.01% 845
2024
Q3 		$539K Sell
20,457
-643
-3% -$12.5K ﹤0.01% 1027
2024
Q2 		$318K Sell
21,100
-19,400
-48% -$274K ﹤0.01% 1209
2024
Q1 		$608K Buy
+40,500
New +$557K ﹤0.01% 1016

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

Nisa Investment Advisors's AHR Position: Q2 2026 in Review

Nisa Investment Advisors reduced its American Healthcare REIT (AHR) stake by 88% in Q2 2026, selling an estimated $500K and leaving 1,408 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Nisa Investment Advisors first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Nisa Investment Advisors held 1,408 shares of American Healthcare REIT worth $73.8K as of Q2 2026.
  • Nisa Investment Advisors sold 10,167 American Healthcare REIT shares in Q2 2026, an estimated $500K.
  • American Healthcare REIT made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1691 holding.
  • Nisa Investment Advisors first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • Nisa Investment Advisors's American Healthcare REIT position peaked at $1.07M in Q1 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.