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Strategic Wealth Partners’s American Healthcare REIT AHR Stock Holding History

Strategic Wealth Partners’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 		$67.5K Sell
1,295
-352
-21% -$17.3K ﹤0.01% 467
2026
Q1 		$77.7K Sell
1,647
-220
-12% -$10.9K 0.01% 436
2025
Q4 		$87.9K Sell
1,867
-1,500
-45% -$69.6K 0.01% 426
2025
Q3 		$141K Buy
3,367
+1,234
+58% +$49.6K 0.01% 386
2025
Q2 		$78.4K Buy
+2,133
New +$70.9K 0.01% 426

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

Strategic Wealth Partners's AHR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its American Healthcare REIT (AHR) stake by 21% in Q2 2026, selling an estimated $17.3K and leaving 1,295 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Strategic Wealth Partners first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $141K in Q3 2025. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Strategic Wealth Partners held 1,295 shares of American Healthcare REIT worth $67.5K as of Q2 2026.
  • Strategic Wealth Partners sold 352 American Healthcare REIT shares in Q2 2026, an estimated $17.3K.
  • American Healthcare REIT made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #467 holding.
  • Strategic Wealth Partners first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's American Healthcare REIT position peaked at $141K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.