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Sheets Smith Wealth Management’s American Healthcare REIT AHR Stock Holding History

Sheets Smith Wealth 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 		$443K Hold
8,496
– – 0.04% 310
2026
Q1 		$401K Sell
8,496
-25
-0.3% -$1.24K 0.05% 314
2025
Q4 		$401K Buy
8,521
+2,014
+31% +$93.4K 0.04% 307
2025
Q3 		$273K Buy
+6,507
New +$262K 0.03% 362

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

Sheets Smith Wealth Management's AHR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its American Healthcare REIT (AHR) position steady in Q2 2026 at 8,496 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #310.

Sheets Smith Wealth Management first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Sheets Smith Wealth Management held 8,496 shares of American Healthcare REIT worth $443K as of Q2 2026.
  • Sheets Smith Wealth Management left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Sheets Smith Wealth Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.