Simplex Trading
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Simplex Trading’s American Healthcare REIT AHR Stock Holding History

Simplex Trading’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 		$27.2K Sell
521
-1,107
-68% -$54.4K ﹤0.01% 6837
2026
Q1 		$76.8K Buy
+1,628
New +$80.7K ﹤0.01% 5386
2025
Q4 		– Sell
-1,523
Closed -$63K – 10334
2025
Q3 		$63K Buy
+1,523
New +$61.2K ﹤0.01% 6234
2024
Q2 		– Sell
-118
Closed -$1.67K – 10012
2024
Q1 		$1K Buy
+118
New +$1.62K ﹤0.01% 8679

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

Simplex Trading's AHR Position: Q2 2026 in Review

Simplex Trading reduced its American Healthcare REIT (AHR) stake by 68% in Q2 2026, selling an estimated $54.4K and leaving 521 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6837.

Simplex Trading first reported a position in AHR in Q1 2024 and has held it in 4 quarters since. The position peaked at $76.8K in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Simplex Trading held 521 shares of American Healthcare REIT worth $27.2K as of Q2 2026.
  • Simplex Trading sold 1,107 American Healthcare REIT shares in Q2 2026, an estimated $54.4K.
  • American Healthcare REIT made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6837 holding.
  • Simplex Trading first reported a position in American Healthcare REIT in Q1 2024 and has held it in 4 quarters since.
  • Simplex Trading's American Healthcare REIT position peaked at $76.8K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.