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Principia Wealth Advisory’s American Healthcare REIT AHR Stock Holding History

Principia Wealth Advisory’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 		$1.04K Sell
20
-10
-33% -$491 ﹤0.01% 753
2026
Q1 		$1.42K Buy
30
+15
+100% +$744 ﹤0.01% 613
2025
Q4 		$706 Buy
15
+8
+114% +$371 ﹤0.01% 756
2025
Q3 		$294 Buy
+7
New +$281 ﹤0.01% 860

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

Principia Wealth Advisory's AHR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its American Healthcare REIT (AHR) stake by 33% in Q2 2026, selling an estimated $491 and leaving 20 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Principia Wealth Advisory first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42K in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Principia Wealth Advisory held 20 shares of American Healthcare REIT worth $1.04K as of Q2 2026.
  • Principia Wealth Advisory sold 10 American Healthcare REIT shares in Q2 2026, an estimated $491.
  • American Healthcare REIT made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #753 holding.
  • Principia Wealth Advisory first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's American Healthcare REIT position peaked at $1.42K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.