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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prospera Financial Services's AHR Position: Q2 2026 in Review

Prospera Financial Services reduced its American Healthcare REIT (AHR) stake by 13% in Q2 2026, selling an estimated $239K and leaving 31,802 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #568.

Prospera Financial Services first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Prospera Financial Services held 31,802 shares of American Healthcare REIT worth $1.66M as of Q2 2026.
Prospera Financial Services sold 4,869 American Healthcare REIT shares in Q2 2026, an estimated $239K.
American Healthcare REIT made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #568 holding.
Prospera Financial Services first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Prospera Financial Services's American Healthcare REIT position peaked at $1.73M in Q1 2026.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.