Pathstone Holdings
AHR icon

Pathstone Holdings’s American Healthcare REIT AHR Stock Holding History

Pathstone Holdings’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 		$2.25M Sell
43,157
-7,093
-14% -$349K 0.01% 1048
2026
Q1 		$2.37M Sell
50,250
-5,033
-9% -$249K 0.01% 937
2025
Q4 		$2.6M Buy
55,283
+4,571
+9% +$212K 0.01% 897
2025
Q3 		$2.13M Buy
50,712
+3,905
+8% +$157K 0.01% 989
2025
Q2 		$1.72M Buy
46,807
+26,031
+125% +$865K 0.01% 1092
2025
Q1 		$630K Buy
+20,776
New +$599K ﹤0.01% 1607

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

Pathstone Holdings's AHR Position: Q2 2026 in Review

Pathstone Holdings reduced its American Healthcare REIT (AHR) stake by 14% in Q2 2026, selling an estimated $349K and leaving 43,157 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1048.

Pathstone Holdings first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Pathstone Holdings held 43,157 shares of American Healthcare REIT worth $2.25M as of Q2 2026.
  • Pathstone Holdings sold 7,093 American Healthcare REIT shares in Q2 2026, an estimated $349K.
  • American Healthcare REIT made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1048 holding.
  • Pathstone Holdings first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • Pathstone Holdings's American Healthcare REIT position peaked at $2.6M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.