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Silver Oak Securities’s American Healthcare REIT AHR Stock Holding History

Silver Oak Securities’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 		$1.93M Sell
36,945
-421
-1% -$20.7K 0.12% 171
2026
Q1 		$1.76M Sell
37,366
-2,373
-6% -$118K 0.13% 167
2025
Q4 		$1.9M Buy
39,739
+17,935
+82% +$832K 0.13% 162
2025
Q3 		$916K Sell
21,804
-23
-0.1% -$924 0.07% 284
2025
Q2 		$802K Sell
21,827
-1,757
-7% -$58.4K 0.07% 303
2025
Q1 		$718K Sell
23,584
-1,106
-4% -$31.9K 0.07% 301
2024
Q4 		$699K Buy
24,690
+2
+0% +$54 0.07% 307
2024
Q3 		$645K Buy
24,688
+4,108
+20% +$80K 0.07% 287
2024
Q2 		$301K Buy
+20,580
New +$291K 0.05% 291

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

Silver Oak Securities's AHR Position: Q2 2026 in Review

Silver Oak Securities reduced its American Healthcare REIT (AHR) stake by 1.1% in Q2 2026, selling an estimated $20.7K and leaving 36,945 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #171.

Silver Oak Securities first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Silver Oak Securities held 36,945 shares of American Healthcare REIT worth $1.93M as of Q2 2026.
  • Silver Oak Securities sold 421 American Healthcare REIT shares in Q2 2026, an estimated $20.7K.
  • American Healthcare REIT made up 0.12% of Silver Oak Securities's portfolio in Q2 2026, its #171 holding.
  • Silver Oak Securities first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.