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ProVise Management Group’s American Healthcare REIT AHR Stock Holding History

ProVise Management Group’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 		$346K Sell
6,642
-50
-0.7% -$2.46K 0.02% 220
2026
Q1 		$316K Buy
6,692
+505
+8% +$25K 0.02% 217
2025
Q4 		$291K Sell
6,187
-111
-2% -$5.15K 0.02% 219
2025
Q3 		$265K Hold
6,298
– – 0.02% 228
2025
Q2 		$231K Buy
+6,298
New +$209K 0.02% 236

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

ProVise Management Group's AHR Position: Q2 2026 in Review

ProVise Management Group reduced its American Healthcare REIT (AHR) stake by 0.75% in Q2 2026, selling an estimated $2.46K and leaving 6,642 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #220.

ProVise Management Group first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • ProVise Management Group held 6,642 shares of American Healthcare REIT worth $346K as of Q2 2026.
  • ProVise Management Group sold 50 American Healthcare REIT shares in Q2 2026, an estimated $2.46K.
  • American Healthcare REIT made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #220 holding.
  • ProVise Management Group first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.