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Safe Harbor Family Capital’s American Healthcare REIT AHR Stock Holding History

Safe Harbor Family Capital’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 		$366K Hold
7,020
– – 0.24% 33
2026
Q1 		$331K Buy
7,020
+1,905
+37% +$94.4K 0.26% 33
2025
Q4 		$241K Buy
+5,115
New +$237K 0.21% 45

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Safe Harbor Family Capital's AHR Position: Q2 2026 in Review

Safe Harbor Family Capital held its American Healthcare REIT (AHR) position steady in Q2 2026 at 7,020 shares worth $366K. The position accounts for 0.24% of the portfolio, ranked #33.

Safe Harbor Family Capital first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Safe Harbor Family Capital held 7,020 shares of American Healthcare REIT worth $366K as of Q2 2026.
  • Safe Harbor Family Capital left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.24% of Safe Harbor Family Capital's portfolio in Q2 2026, its #33 holding.
  • Safe Harbor Family Capital first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.