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Planning Strategies’s American Healthcare REIT AHR Stock Holding History

Planning Strategies’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 		$417 Buy
+8
New +$393 ﹤0.01% 889

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Planning Strategies's AHR Position: Q2 2026 in Review

Planning Strategies opened a new position in American Healthcare REIT (AHR) in Q2 2026: 8 shares worth $417. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

527 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Planning Strategies held 8 shares of American Healthcare REIT worth $417 as of Q2 2026.
  • American Healthcare REIT was a new Planning Strategies position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #889 holding.
  • 527 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.