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SHP Wealth Management’s American Healthcare REIT AHR Stock Holding History

SHP 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 		$313 Buy
+6
New +$295 ﹤0.01% 1822

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

SHP Wealth Management's AHR Position: Q2 2026 in Review

SHP Wealth Management opened a new position in American Healthcare REIT (AHR) in Q2 2026: 6 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings.

568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • SHP Wealth Management held 6 shares of American Healthcare REIT worth $313 as of Q2 2026.
  • American Healthcare REIT was a new SHP Wealth Management position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1822 holding.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.