Nvest Financial’s American Healthcare REIT AHR Stock Holding History

Nvest Financial’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	$809K	Sell	15,508 -1,919	-11%	-$94.3K	0.26%	79
2026 Q1	$822K	Buy	17,427 +421	+2%	+$20.9K	0.31%	70
2025 Q4	$800K	Buy	17,006 +5,380	+46%	+$249K	0.33%	64
2025 Q3	$488K	Sell	11,626 -3,910	-25%	-$157K	0.28%	70
2025 Q2	$571K	Buy	+15,536	New	+$516K	0.3%	65

Other funds holding AHR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Nvest Financial's AHR Position: Q2 2026 in Review

Nvest Financial reduced its American Healthcare REIT (AHR) stake by 11% in Q2 2026, selling an estimated $94.3K and leaving 15,508 shares worth $809K. The position accounts for 0.26% of the portfolio, ranked #79.

Nvest Financial first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $822K in Q1 2026. 180 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Nvest Financial held 15,508 shares of American Healthcare REIT worth $809K as of Q2 2026.
Nvest Financial sold 1,919 American Healthcare REIT shares in Q2 2026, an estimated $94.3K.
American Healthcare REIT made up 0.26% of Nvest Financial's portfolio in Q2 2026, its #79 holding.
Nvest Financial first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
Nvest Financial's American Healthcare REIT position peaked at $822K in Q1 2026.
180 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.