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Saxony Capital Management’s American Healthcare REIT AHR Stock Holding History

Saxony Capital Management’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 		$299K Buy
5,725
+601
+12% +$29.5K 0.14% 125
2026
Q1 		$242K Hold
5,124
– – 0.14% 135
2025
Q4 		$241K Hold
5,124
– – 0.15% 129
2025
Q3 		$215K Buy
+5,124
New +$206K 0.14% 140

Other funds holding AHR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Saxony Capital Management's AHR Position: Q2 2026 in Review

Saxony Capital Management increased its American Healthcare REIT (AHR) stake by 12% in Q2 2026, buying an estimated $29.5K and bringing the position to 5,725 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #125.

Saxony Capital Management first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Saxony Capital Management held 5,725 shares of American Healthcare REIT worth $299K as of Q2 2026.
  • Saxony Capital Management bought 601 American Healthcare REIT shares in Q2 2026, an estimated $29.5K.
  • American Healthcare REIT made up 0.14% of Saxony Capital Management's portfolio in Q2 2026, its #125 holding.
  • Saxony Capital Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.