Sound Income Strategies’s American Healthcare REIT AHR Stock Holding History

Sound Income Strategies’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	–	Sell	-406	Closed	-$19.3K	–	2453
2026 Q1	$19.3K	Sell	406 -1,204	-75%	-$59.7K	﹤0.01%	1201
2025 Q4	$77.3K	Hold	1,610	–	–	﹤0.01%	660
2025 Q3	$65.3K	Hold	1,610	–	–	﹤0.01%	501
2025 Q2	$59.2K	Sell	1,610 -3,504	-69%	-$116K	﹤0.01%	483
2025 Q1	$155K	Sell	5,114 -3,720	-42%	-$107K	0.01%	328
2024 Q4	$251K	Buy	8,834 +2,911	+49%	+$78.3K	0.02%	218
2024 Q3	$155K	Buy	+5,923	New	+$115K	0.01%	278

Other funds holding AHR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sound Income Strategies's AHR Position: Q2 2026 in Review

Sound Income Strategies sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 406 shares — an estimated $19.3K sold.

Sound Income Strategies first reported a position in AHR in Q3 2024 and held it in 7 quarters. The position peaked at $251K in Q4 2024. 187 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Sound Income Strategies reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 406 American Healthcare REIT shares in Q2 2026, an estimated $19.3K.
Sound Income Strategies first reported a position in American Healthcare REIT in Q3 2024 and held it in 7 quarters.
Sound Income Strategies's American Healthcare REIT position peaked at $251K in Q4 2024.
187 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.