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Pure Financial Advisors’s American Healthcare REIT AHR Stock Holding History

Pure Financial 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 		$537K Sell
10,289
-71
-0.7% -$3.49K 0.01% 360
2026
Q1 		$489K Buy
10,360
+829
+9% +$41.1K 0.01% 340
2025
Q4 		$449K Buy
9,531
+689
+8% +$31.9K 0.01% 334
2025
Q3 		$371K Buy
8,842
+12
+0.1% +$482 0.01% 358
2025
Q2 		$324K Sell
8,830
-415
-4% -$13.8K 0.01% 368
2025
Q1 		$280K Buy
9,245
+690
+8% +$19.9K 0.01% 325
2024
Q4 		$243K Sell
8,555
-4,807
-36% -$129K 0.01% 310
2024
Q3 		$349K Buy
+13,362
New +$260K 0.01% 256

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 $3.37T AUM 44.26% 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

Pure Financial Advisors's AHR Position: Q2 2026 in Review

Pure Financial Advisors reduced its American Healthcare REIT (AHR) stake by 0.69% in Q2 2026, selling an estimated $3.49K and leaving 10,289 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #360.

Pure Financial Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Pure Financial Advisors held 10,289 shares of American Healthcare REIT worth $537K as of Q2 2026.
  • Pure Financial Advisors sold 71 American Healthcare REIT shares in Q2 2026, an estimated $3.49K.
  • American Healthcare REIT made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #360 holding.
  • Pure Financial Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.