Raymond James Financial
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Raymond James Financial’s American Healthcare REIT AHR Stock Holding History

Raymond James Financial’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 		$18.4M Buy
353,124
+140,534
+66% +$6.91M 0.01% 1619
2026
Q1 		$10M Buy
212,590
+17,225
+9% +$854K ﹤0.01% 2018
2025
Q4 		$9.19M Buy
195,365
+70,014
+56% +$3.25M ﹤0.01% 2037
2025
Q3 		$5.27M Buy
125,351
+5,597
+5% +$225K ﹤0.01% 2418
2025
Q2 		$4.4M Sell
119,754
-29,779
-20% -$990K ﹤0.01% 2461
2025
Q1 		$4.53M Buy
149,533
+38,243
+34% +$1.1M ﹤0.01% 2397
2024
Q4 		$3.16M Buy
+111,290
New +$2.99M ﹤0.01% 2630

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

Raymond James Financial's AHR Position: Q2 2026 in Review

Raymond James Financial increased its American Healthcare REIT (AHR) stake by 66% in Q2 2026, buying an estimated $6.91M and bringing the position to 353,124 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #1619.

Raymond James Financial first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Raymond James Financial held 353,124 shares of American Healthcare REIT worth $18.4M as of Q2 2026.
  • Raymond James Financial bought 140,534 American Healthcare REIT shares in Q2 2026, an estimated $6.91M.
  • American Healthcare REIT made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1619 holding.
  • Raymond James Financial first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.