Oppenheimer & Co’s American Healthcare REIT AHR Stock Holding History

Oppenheimer & Co’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	–	Sell	-5,058	Closed	-$239K	–	1854
2026 Q1	$239K	Buy	+5,058	New	+$251K	﹤0.01%	1487

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co's AHR Position: Q2 2026 in Review

Oppenheimer & Co sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 5,058 shares — an estimated $239K sold.

Oppenheimer & Co first reported a position in AHR in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Oppenheimer & Co reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
Oppenheimer & Co sold 5,058 American Healthcare REIT shares in Q2 2026, an estimated $239K.
Oppenheimer & Co first reported a position in American Healthcare REIT in Q1 2026 and held it in 1 quarter.
Oppenheimer & Co's American Healthcare REIT position peaked at $239K in Q1 2026.
569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.