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

Stratos 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	$530K	Sell	10,167 -172	-2%	-$8.45K	0.01%	1117
2026 Q1	$488K	Sell	10,339 -2,486	-19%	-$123K	0.01%	1074
2025 Q4	$604K	Sell	12,825 -50	-0.4%	-$2.32K	0.01%	970
2025 Q3	$541K	Buy	12,875 +997	+8%	+$40.1K	0.01%	982
2025 Q2	$436K	Sell	11,878 -4,192	-26%	-$139K	0.01%	980
2025 Q1	$487K	Buy	16,070 +5,891	+58%	+$170K	0.01%	898
2024 Q4	$289K	Sell	10,179 -6,667	-40%	-$179K	﹤0.01%	1161
2024 Q3	$440K	Buy	+16,846	New	+$328K	0.01%	980

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

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

Stratos Wealth Partners reduced its American Healthcare REIT (AHR) stake by 1.7% in Q2 2026, selling an estimated $8.45K and leaving 10,167 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #1117.

Stratos Wealth Partners first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $604K in Q4 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Stratos Wealth Partners held 10,167 shares of American Healthcare REIT worth $530K as of Q2 2026.
Stratos Wealth Partners sold 172 American Healthcare REIT shares in Q2 2026, an estimated $8.45K.
American Healthcare REIT made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1117 holding.
Stratos Wealth Partners first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Stratos Wealth Partners's American Healthcare REIT position peaked at $604K in Q4 2025.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.