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&Partners’s American Healthcare REIT AHR Stock Holding History

&Partners’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 		$328K Buy
6,294
+1,065
+20% +$52.3K ﹤0.01% 2084
2026
Q1 		$247K Buy
5,229
+30
+0.6% +$1.49K ﹤0.01% 2112
2025
Q4 		$245K Buy
+5,199
New +$241K ﹤0.01% 2031

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

&Partners's AHR Position: Q2 2026 in Review

&Partners increased its American Healthcare REIT (AHR) stake by 20% in Q2 2026, buying an estimated $52.3K and bringing the position to 6,294 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

&Partners first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • &Partners held 6,294 shares of American Healthcare REIT worth $328K as of Q2 2026.
  • &Partners bought 1,065 American Healthcare REIT shares in Q2 2026, an estimated $52.3K.
  • American Healthcare REIT made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2084 holding.
  • &Partners first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.