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

Panoramic 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
Q1 		– Sell
-8,006
Closed -$377K – 136
2025
Q4 		$377K Sell
8,006
-686
-8% -$31.8K 0.2% 82
2025
Q3 		$365K Sell
8,692
-998
-10% -$40.1K 0.21% 80
2025
Q2 		$356K Sell
9,690
-3,509
-27% -$117K 0.22% 81
2025
Q1 		$400K Sell
13,199
-1,423
-10% -$41K 0.27% 73
2024
Q4 		$416K Sell
14,622
-1,335
-8% -$35.9K 0.27% 75
2024
Q3 		$416K Buy
+15,957
New +$311K 0.29% 76

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Panoramic Investment Advisors's AHR Position: Q1 2026 in Review

Panoramic Investment Advisors sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 8,006 shares — an estimated $377K sold.

Panoramic Investment Advisors first reported a position in AHR in Q3 2024 and held it in 6 quarters. The position peaked at $416K in Q3 2024. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Panoramic Investment Advisors reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Panoramic Investment Advisors sold 8,006 American Healthcare REIT shares in Q1 2026, an estimated $377K.
  • Panoramic Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • Panoramic Investment Advisors's American Healthcare REIT position peaked at $416K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.