Summit Wealth Group (Colorado)’s American Healthcare REIT AHR Stock Holding History

Summit Wealth Group (Colorado)’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	$1.47M	Buy	28,126 +1,702	+6%	+$83.6K	0.12%	103
2026 Q1	$1.25M	Buy	26,424 +2,408	+10%	+$119K	0.13%	97
2025 Q4	$1.13M	Buy	24,016 +21,551	+874%	+$999K	0.15%	87
2025 Q3	$502K	Sell	2,465 -21,922	-90%	-$881K	0.05%	263
2025 Q2	$902K	Buy	+24,387	New	+$810K	0.23%	95

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

Summit Wealth Group (Colorado)'s AHR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its American Healthcare REIT (AHR) stake by 6.4% in Q2 2026, buying an estimated $83.6K and bringing the position to 28,126 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #103.

Summit Wealth Group (Colorado) first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Summit Wealth Group (Colorado) held 28,126 shares of American Healthcare REIT worth $1.47M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,702 American Healthcare REIT shares in Q2 2026, an estimated $83.6K.
American Healthcare REIT made up 0.12% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #103 holding.
Summit Wealth Group (Colorado) first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.