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Smith, Moore & Co’s American Healthcare REIT AHR Stock Holding History

Smith, Moore & Co’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 		$341K Sell
6,542
-177
-3% -$8.7K 0.02% 431
2026
Q1 		$317K Hold
6,719
– – 0.02% 425
2025
Q4 		$316K Hold
6,719
– – 0.02% 402
2025
Q3 		$282K Hold
6,719
– – 0.02% 421
2025
Q2 		$247K Hold
6,719
– – 0.02% 435
2025
Q1 		$204K Buy
+6,719
New +$194K 0.02% 462

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

Smith, Moore & Co's AHR Position: Q2 2026 in Review

Smith, Moore & Co reduced its American Healthcare REIT (AHR) stake by 2.6% in Q2 2026, selling an estimated $8.7K and leaving 6,542 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #431.

Smith, Moore & Co first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Smith, Moore & Co held 6,542 shares of American Healthcare REIT worth $341K as of Q2 2026.
  • Smith, Moore & Co sold 177 American Healthcare REIT shares in Q2 2026, an estimated $8.7K.
  • American Healthcare REIT made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #431 holding.
  • Smith, Moore & Co first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.