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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
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

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

Sigma Planning Corp's AHR Position: Q2 2026 in Review

Sigma Planning Corp reduced its American Healthcare REIT (AHR) stake by 19% in Q2 2026, selling an estimated $139K and leaving 12,354 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #795.

Sigma Planning Corp first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q3 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Sigma Planning Corp held 12,354 shares of American Healthcare REIT worth $644K as of Q2 2026.
  • Sigma Planning Corp sold 2,837 American Healthcare REIT shares in Q2 2026, an estimated $139K.
  • American Healthcare REIT made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #795 holding.
  • Sigma Planning Corp first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Sigma Planning Corp's American Healthcare REIT position peaked at $1.88M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.