Spirit of America Management Corp’s American Healthcare REIT AHR Stock Holding History

Spirit of America Management Corp’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	$183K	Buy	3,500 +2,000	+133%	+$98.3K	0.03%	227
2026 Q1	$70.7K	Hold	1,500	–	–	0.01%	275
2025 Q4	$70.6K	Buy	1,500 +500	+50%	+$23.2K	0.02%	275
2025 Q3	$42K	Hold	1,000	–	–	0.01%	298
2025 Q2	$36.7K	Hold	1,000	–	–	0.01%	300
2025 Q1	$30.3K	Buy	+1,000	New	+$28.8K	0.01%	306

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Spirit of America Management Corp's AHR Position: Q2 2026 in Review

Spirit of America Management Corp increased its American Healthcare REIT (AHR) stake by 133% in Q2 2026, buying an estimated $98.3K and bringing the position to 3,500 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #227.

Spirit of America Management Corp first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Spirit of America Management Corp held 3,500 shares of American Healthcare REIT worth $183K as of Q2 2026.
Spirit of America Management Corp bought 2,000 American Healthcare REIT shares in Q2 2026, an estimated $98.3K.
American Healthcare REIT made up 0.03% of Spirit of America Management Corp's portfolio in Q2 2026, its #227 holding.
Spirit of America Management Corp first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
323 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.