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Soltis Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Soltis Investment Advisors’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 		$355K Sell
6,813
-6
-0.1% -$295 0.02% 437
2026
Q1 		$322K Hold
6,819
– – 0.02% 430
2025
Q4 		$321K Sell
6,819
-2,047
-23% -$94.9K 0.02% 392
2025
Q3 		$372K Buy
8,866
+9
+0.1% +$362 0.03% 342
2025
Q2 		$325K Buy
8,857
+780
+10% +$25.9K 0.03% 311
2025
Q1 		$245K Sell
8,077
-138
-2% -$3.98K 0.02% 323
2024
Q4 		$233K Buy
8,215
+12
+0.1% +$323 0.02% 329
2024
Q3 		$214K Buy
+8,203
New +$160K 0.02% 339

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's AHR Position: Q2 2026 in Review

Soltis Investment Advisors reduced its American Healthcare REIT (AHR) stake by 0.09% in Q2 2026, selling an estimated $295 and leaving 6,813 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #437.

Soltis Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $372K in Q3 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Soltis Investment Advisors held 6,813 shares of American Healthcare REIT worth $355K as of Q2 2026.
  • Soltis Investment Advisors sold 6 American Healthcare REIT shares in Q2 2026, an estimated $295.
  • American Healthcare REIT made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #437 holding.
  • Soltis Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Soltis Investment Advisors's American Healthcare REIT position peaked at $372K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.