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Smith Salley Wealth Management’s American Healthcare REIT AHR Stock Holding History

Smith Salley Wealth Management’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 		$236K Sell
4,530
-704
-13% -$34.6K 0.01% 257
2026
Q1 		$247K Hold
5,234
– – 0.01% 242
2025
Q4 		$246K Hold
5,234
– – 0.01% 243
2025
Q3 		$220K Buy
+5,234
New +$210K 0.01% 253

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 Salley Wealth Management's AHR Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its American Healthcare REIT (AHR) stake by 13% in Q2 2026, selling an estimated $34.6K and leaving 4,530 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #257.

Smith Salley Wealth Management first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $247K in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Smith Salley Wealth Management held 4,530 shares of American Healthcare REIT worth $236K as of Q2 2026.
  • Smith Salley Wealth Management sold 704 American Healthcare REIT shares in Q2 2026, an estimated $34.6K.
  • American Healthcare REIT made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Smith Salley Wealth Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • Smith Salley Wealth Management's American Healthcare REIT position peaked at $247K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.