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RFG Advisory’s American Healthcare REIT AHR Stock Holding History

RFG Advisory’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 		$3.33M Buy
63,934
+58,647
+1,109% +$2.88M 0.05% 256
2026
Q1 		$249K Sell
5,287
-3,951
-43% -$196K ﹤0.01% 942
2025
Q4 		$435K Sell
9,238
-686
-7% -$31.8K 0.01% 752
2025
Q3 		$417K Sell
9,924
-478
-5% -$19.2K 0.01% 737
2025
Q2 		$382K Sell
10,402
-3,553
-25% -$118K 0.01% 716
2025
Q1 		$423K Sell
13,955
-6,964
-33% -$201K 0.01% 615
2024
Q4 		$595K Sell
20,919
-8,754
-30% -$235K 0.02% 480
2024
Q3 		$774K Buy
+29,673
New +$578K 0.02% 411

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

RFG Advisory's AHR Position: Q2 2026 in Review

RFG Advisory increased its American Healthcare REIT (AHR) stake by 1,109% in Q2 2026, buying an estimated $2.88M and bringing the position to 63,934 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #256.

RFG Advisory 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.

  • RFG Advisory held 63,934 shares of American Healthcare REIT worth $3.33M as of Q2 2026.
  • RFG Advisory bought 58,647 American Healthcare REIT shares in Q2 2026, an estimated $2.88M.
  • American Healthcare REIT made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #256 holding.
  • RFG Advisory 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 RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.