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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
Q2 		$1.05M Buy
20,066
+40
+0.2% +$1.97K 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
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

Perigon Wealth Management's AHR Position: Q2 2026 in Review

Perigon Wealth Management increased its American Healthcare REIT (AHR) stake by 0.2% in Q2 2026, buying an estimated $1.97K and bringing the position to 20,066 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #574.

Perigon Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Perigon Wealth Management held 20,066 shares of American Healthcare REIT worth $1.05M as of Q2 2026.
  • Perigon Wealth Management bought 40 American Healthcare REIT shares in Q2 2026, an estimated $1.97K.
  • American Healthcare REIT made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Perigon Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.