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Summit Securities Group’s American Healthcare REIT AHR Stock Holding History

Summit Securities Group’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 		$136K Buy
2,605
+2,567
+6,755% +$126K 0.01% 331
2026
Q1 		$1.79K Buy
+38
New +$1.88K ﹤0.01% 954
2025
Q3 		– Sell
-1
Closed -$37 – 1411
2025
Q2 		$37 Buy
+1
New +$33 ﹤0.01% 1046
2025
Q1 		– Sell
-1
Closed -$28 – 1144
2024
Q4 		$28 Buy
+1
New +$27 ﹤0.01% 594

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

Summit Securities Group's AHR Position: Q2 2026 in Review

Summit Securities Group increased its American Healthcare REIT (AHR) stake by 6,755% in Q2 2026, buying an estimated $126K and bringing the position to 2,605 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #331.

Summit Securities Group first reported a position in AHR in Q4 2024 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Summit Securities Group held 2,605 shares of American Healthcare REIT worth $136K as of Q2 2026.
  • Summit Securities Group bought 2,567 American Healthcare REIT shares in Q2 2026, an estimated $126K.
  • American Healthcare REIT made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #331 holding.
  • Summit Securities Group first reported a position in American Healthcare REIT in Q4 2024 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.