Peak Financial Advisors’s American Healthcare REIT AHR Stock Holding History

Peak Financial 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 Q2	$650K	Buy	12,459 +60	+0.5%	+$2.95K	0.27%	52
2026 Q1	$585K	Sell	12,399 -271	-2%	-$13.4K	0.26%	51
2025 Q4	$596K	Sell	12,670 -317	-2%	-$14.7K	0.27%	61
2025 Q3	$546K	Sell	12,987 -52	-0.4%	-$2.09K	0.26%	65
2025 Q2	$479K	Sell	13,039 -12,074	-48%	-$401K	0.25%	72
2025 Q1	$761K	Hold	25,113	–	–	0.39%	47
2024 Q4	$714K	Sell	25,113 -1,814	-7%	-$48.8K	0.37%	47
2024 Q3	$703K	Sell	26,927 -4,199	-13%	-$81.8K	0.36%	44
2024 Q2	$455K	Buy	31,126 +2,921	+10%	+$41.3K	0.26%	53
2024 Q1	$416K	Buy	+28,205	New	+$388K	0.25%	56

Other funds holding AHR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Peak Financial Advisors's AHR Position: Q2 2026 in Review

Peak Financial Advisors increased its American Healthcare REIT (AHR) stake by 0.48% in Q2 2026, buying an estimated $2.95K and bringing the position to 12,459 shares worth $650K. The position accounts for 0.27% of the portfolio, ranked #52.

Peak Financial Advisors first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $761K in Q1 2025. 82 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Peak Financial Advisors held 12,459 shares of American Healthcare REIT worth $650K as of Q2 2026.
Peak Financial Advisors bought 60 American Healthcare REIT shares in Q2 2026, an estimated $2.95K.
American Healthcare REIT made up 0.27% of Peak Financial Advisors's portfolio in Q2 2026, its #52 holding.
Peak Financial Advisors first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
Peak Financial Advisors's American Healthcare REIT position peaked at $761K in Q1 2025.
82 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.