Pinnacle Wealth Planning Services
AHR icon

Pinnacle Wealth Planning Services’s American Healthcare REIT AHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.2K Hold
258
– – ﹤0.01% 1972
2026
Q2 		$13.5K Hold
258
– – ﹤0.01% 1953
2026
Q1 		$12.2K Hold
258
– – ﹤0.01% 1930
2025
Q4 		$12.1K Buy
+258
New +$12K ﹤0.01% 1936

Other funds holding AHR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's AHR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its American Healthcare REIT (AHR) position steady in Q3 2026 at 258 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Pinnacle Wealth Planning Services first reported a position in AHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q2 2026. 372 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 258 shares of American Healthcare REIT worth $13.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its American Healthcare REIT share count unchanged in Q3 2026.
  • American Healthcare REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1972 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Healthcare REIT in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's American Healthcare REIT position peaked at $13.5K in Q2 2026.
  • 372 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.