Perigon Wealth Management’s American Healthcare REIT AHR Stock Holding History

Perigon Wealth Management’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 Q3	$1.04M	Buy	20,340 +274	+1%	+$15K	0.02%	589
2026 Q2	$1.05M	Buy	20,066 +40	+0.2%	+$1.96K	0.02%	574
2026 Q1	$944K	Sell	20,026 -1,100	-5%	-$54.5K	0.02%	555
2025 Q4	$994K	Sell	21,126 -300	-1%	-$13.9K	0.02%	553
2025 Q3	$900K	Sell	21,426 -54	-0.3%	-$2.17K	0.02%	543
2025 Q2	$789K	Sell	21,480 -11,083	-34%	-$368K	0.02%	541
2025 Q1	$987K	Buy	32,563 +9,449	+41%	+$272K	0.03%	454
2024 Q4	$663K	Sell	23,114 -9,904	-30%	-$266K	0.02%	564
2024 Q3	$862K	Buy	+33,018	New	+$643K	0.02%	474

Other funds holding AHR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

Perigon Wealth Management's AHR Position: Q3 2026 in Review

Perigon Wealth Management increased its American Healthcare REIT (AHR) stake by 1.4% in Q3 2026, buying an estimated $15K and bringing the position to 20,340 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #589.

Perigon Wealth Management first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2026. 476 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Perigon Wealth Management held 20,340 shares of American Healthcare REIT worth $1.04M as of Q3 2026.
Perigon Wealth Management bought 274 American Healthcare REIT shares in Q3 2026, an estimated $15K.
American Healthcare REIT made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #589 holding.
Perigon Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
Perigon Wealth Management's American Healthcare REIT position peaked at $1.05M in Q2 2026.
476 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.