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PFG Investments’s American Healthcare REIT AHR Stock Holding History

PFG Investments’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 		$335K Buy
6,425
+682
+12% +$33.5K 0.01% 878
2026
Q1 		$271K Buy
5,743
+396
+7% +$19.6K 0.01% 911
2025
Q4 		$252K Sell
5,347
-863
-14% -$40K 0.01% 904
2025
Q3 		$261K Sell
6,210
-2,171
-26% -$87.3K 0.01% 856
2025
Q2 		$308K Sell
8,381
-823
-9% -$27.3K 0.02% 722
2025
Q1 		$279K Sell
9,204
-39,036
-81% -$1.13M 0.02% 741
2024
Q4 		$1.37M Sell
48,240
-3,879
-7% -$104K 0.09% 224
2024
Q3 		$1.36M Buy
+52,119
New +$1.02M 0.09% 222

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 $3.38T AUM 44.17% 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

PFG Investments's AHR Position: Q2 2026 in Review

PFG Investments increased its American Healthcare REIT (AHR) stake by 12% in Q2 2026, buying an estimated $33.5K and bringing the position to 6,425 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #878.

PFG Investments first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2024. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • PFG Investments held 6,425 shares of American Healthcare REIT worth $335K as of Q2 2026.
  • PFG Investments bought 682 American Healthcare REIT shares in Q2 2026, an estimated $33.5K.
  • American Healthcare REIT made up 0.01% of PFG Investments's portfolio in Q2 2026, its #878 holding.
  • PFG Investments first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • PFG Investments's American Healthcare REIT position peaked at $1.37M in Q4 2024.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.