Stifel Financial
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Stifel Financial’s American Healthcare REIT AHR Stock Holding History

Stifel Financial’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 		$1.13M Buy
21,638
+9,538
+79% +$469K ﹤0.01% 2478
2026
Q1 		$571K Buy
12,100
+921
+8% +$45.7K ﹤0.01% 2796
2025
Q4 		$526K Buy
11,179
+5,901
+112% +$274K ﹤0.01% 2829
2025
Q3 		$222K Buy
+5,278
New +$212K ﹤0.01% 3284

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

Stifel Financial's AHR Position: Q2 2026 in Review

Stifel Financial increased its American Healthcare REIT (AHR) stake by 79% in Q2 2026, buying an estimated $469K and bringing the position to 21,638 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Stifel Financial first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Stifel Financial held 21,638 shares of American Healthcare REIT worth $1.13M as of Q2 2026.
  • Stifel Financial bought 9,538 American Healthcare REIT shares in Q2 2026, an estimated $469K.
  • American Healthcare REIT made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2478 holding.
  • Stifel Financial first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.