Sigma Planning Corp’s American Healthcare REIT AHR Stock Holding History

Sigma Planning Corp’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 Q3	$604K	Sell	11,777 -577	-5%	-$31.6K	0.02%	774
2026 Q2	$644K	Sell	12,354 -2,837	-19%	-$139K	0.02%	795
2026 Q1	$716K	Buy	15,191 +222	+1%	+$11K	0.02%	700
2025 Q4	$704K	Buy	14,969 +639	+4%	+$29.6K	0.02%	664
2025 Q3	$602K	Sell	14,330 -961	-6%	-$38.6K	0.02%	737
2025 Q2	$562K	Sell	15,291 -8,899	-37%	-$296K	0.02%	727
2025 Q1	$733K	Sell	24,190 -9,083	-27%	-$262K	0.02%	592
2024 Q4	$946K	Sell	33,273 -38,632	-54%	-$1.04M	0.03%	507
2024 Q3	$1.88M	Buy	+71,905	New	+$1.4M	0.06%	304

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Sigma Planning Corp's AHR Position: Q3 2026 in Review

Sigma Planning Corp reduced its American Healthcare REIT (AHR) stake by 4.7% in Q3 2026, selling an estimated $31.6K and leaving 11,777 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #774.

Sigma Planning Corp first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2024. 265 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Sigma Planning Corp held 11,777 shares of American Healthcare REIT worth $604K as of Q3 2026.
Sigma Planning Corp sold 577 American Healthcare REIT shares in Q3 2026, an estimated $31.6K.
American Healthcare REIT made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #774 holding.
Sigma Planning Corp first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
Sigma Planning Corp's American Healthcare REIT position peaked at $1.88M in Q3 2024.
265 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.