Steward Partners Investment Advisory’s American Healthcare REIT AHR Stock Holding History

Steward Partners Investment Advisory’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	$1.18M	Buy	22,655 +360	+2%	+$17.7K	0.01%	1199
2026 Q1	$1.05M	Buy	22,295 +3,593	+19%	+$178K	0.01%	1143
2025 Q4	$880K	Sell	18,702 -1,000	-5%	-$46.4K	﹤0.01%	1129
2025 Q3	$828K	Sell	19,702 -4,566	-19%	-$184K	﹤0.01%	1132
2025 Q2	$892K	Sell	24,268 -973	-4%	-$32.3K	0.01%	1035
2025 Q1	$765K	Hold	25,241	–	–	0.01%	1018
2024 Q4	$717K	Buy	25,241 +13,215	+110%	+$355K	0.01%	1002
2024 Q3	$314K	Buy	+12,026	New	+$234K	﹤0.01%	1312
2024 Q2	–	Sell	-139	Closed	-$2.05K	–	3732
2024 Q1	$2.05K	Buy	+139	New	+$1.91K	﹤0.01%	3285

Other funds holding AHR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's AHR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its American Healthcare REIT (AHR) stake by 1.6% in Q2 2026, buying an estimated $17.7K and bringing the position to 22,655 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1199.

Steward Partners Investment Advisory first reported a position in AHR in Q1 2024 and has held it in 9 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Steward Partners Investment Advisory held 22,655 shares of American Healthcare REIT worth $1.18M as of Q2 2026.
Steward Partners Investment Advisory bought 360 American Healthcare REIT shares in Q2 2026, an estimated $17.7K.
American Healthcare REIT made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1199 holding.
Steward Partners Investment Advisory first reported a position in American Healthcare REIT in Q1 2024 and has held it in 9 quarters since.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.