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

Petra 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	$1.33M	Buy	25,558 +228	+0.9%	+$11.2K	0.62%	47
2026 Q1	$1.19M	Sell	25,330 -276	-1%	-$13.7K	0.74%	41
2025 Q4	$1.21M	Sell	25,606 -620	-2%	-$28.8K	0.71%	43
2025 Q3	$1.1M	Buy	26,226 +465	+2%	+$18.7K	0.64%	42
2025 Q2	$946K	Buy	25,761 +18,026	+233%	+$599K	0.6%	45
2025 Q1	$234K	Sell	7,735 -9,669	-56%	-$279K	0.19%	111
2024 Q4	$495K	Sell	17,404 -21,280	-55%	-$572K	0.34%	82
2024 Q3	$1.01M	Buy	+38,684	New	+$754K	0.67%	42

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Petra Financial Advisors increased its American Healthcare REIT (AHR) stake by 0.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 25,558 shares worth $1.33M. The position accounts for 0.62% of the portfolio, ranked #47.

Petra Financial Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Petra Financial Advisors held 25,558 shares of American Healthcare REIT worth $1.33M as of Q2 2026.
Petra Financial Advisors bought 228 American Healthcare REIT shares in Q2 2026, an estimated $11.2K.
American Healthcare REIT made up 0.62% of Petra Financial Advisors's portfolio in Q2 2026, its #47 holding.
Petra Financial Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.