Prospera Financial Services’s American Healthcare REIT AHR Stock Holding History

Prospera Financial 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	$1.7M	Sell	31,700 -102	-0.3%	-$5.58K	0.02%	643
2026 Q2	$1.66M	Sell	31,802 -4,869	-13%	-$239K	0.02%	568
2026 Q1	$1.73M	Buy	36,671 +110	+0.3%	+$5.45K	0.03%	541
2025 Q4	$1.72M	Sell	36,561 -485	-1%	-$22.5K	0.03%	515
2025 Q3	$1.56M	Buy	37,046 +139	+0.4%	+$5.59K	0.03%	548
2025 Q2	$1.36M	Buy	36,907 +1,207	+3%	+$40.1K	0.03%	567
2025 Q1	$1.08M	Buy	35,700 +3,367	+10%	+$97.1K	0.02%	543
2024 Q4	$919K	Buy	32,333 +13,631	+73%	+$367K	0.02%	569
2024 Q3	$488K	Buy	+18,702	New	+$364K	0.01%	729

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Prospera Financial Services's AHR Position: Q3 2026 in Review

Prospera Financial Services reduced its American Healthcare REIT (AHR) stake by 0.32% in Q3 2026, selling an estimated $5.58K and leaving 31,700 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #643.

Prospera Financial Services first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2026. 282 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Prospera Financial Services held 31,700 shares of American Healthcare REIT worth $1.7M as of Q3 2026.
Prospera Financial Services sold 102 American Healthcare REIT shares in Q3 2026, an estimated $5.58K.
American Healthcare REIT made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #643 holding.
Prospera Financial Services first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
Prospera Financial Services's American Healthcare REIT position peaked at $1.73M in Q1 2026.
282 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.