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Private Trust Company’s American Healthcare REIT AHR Stock Holding History

Private Trust Company’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 		$730 Hold
14
– – ﹤0.01% 2608
2026
Q1 		$660 Hold
14
– – ﹤0.01% 2507
2025
Q4 		$659 Hold
14
– – ﹤0.01% 2454
2025
Q3 		$588 Buy
+14
New +$563 ﹤0.01% 2476

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

Private Trust Company's AHR Position: Q2 2026 in Review

Private Trust Company held its American Healthcare REIT (AHR) position steady in Q2 2026 at 14 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Private Trust Company first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Private Trust Company held 14 shares of American Healthcare REIT worth $730 as of Q2 2026.
  • Private Trust Company left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2608 holding.
  • Private Trust Company first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.