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Prosperity Capital Advisors’s American Healthcare REIT AHR Stock Holding History

Prosperity Capital Advisors’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 		$270K Hold
5,181
– – 0.01% 360
2026
Q1 		$244K Sell
5,181
-466
-8% -$23.1K 0.01% 363
2025
Q4 		$266K Sell
5,647
-1,976
-26% -$91.6K 0.02% 335
2025
Q3 		$320K Hold
7,623
– – 0.02% 341
2025
Q2 		$280K Buy
+7,623
New +$253K 0.02% 337
2025
Q1 		– Sell
-9,768
Closed -$278K – 374
2024
Q4 		$278K Sell
9,768
-19,284
-66% -$519K 0.02% 291
2024
Q3 		$758K Buy
29,052
+2,504
+9% +$48.8K 0.06% 183
2024
Q2 		$387K Buy
+26,548
New +$375K 0.04% 222

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

Prosperity Capital Advisors's AHR Position: Q2 2026 in Review

Prosperity Capital Advisors held its American Healthcare REIT (AHR) position steady in Q2 2026 at 5,181 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #360.

Prosperity Capital Advisors first reported a position in AHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $758K in Q3 2024. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Prosperity Capital Advisors held 5,181 shares of American Healthcare REIT worth $270K as of Q2 2026.
  • Prosperity Capital Advisors left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #360 holding.
  • Prosperity Capital Advisors first reported a position in American Healthcare REIT in Q2 2024 and has held it in 8 quarters since.
  • Prosperity Capital Advisors's American Healthcare REIT position peaked at $758K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.