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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

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

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. 573 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.
  • 573 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.