TD Private Client Wealth’s American Healthcare REIT AHR Stock Holding History

TD Private Client Wealth’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	$1.51K	Sell	29 -36	-55%	-$1.77K	﹤0.01%	1406
2026 Q1	$3.06K	Buy	65 +36	+124%	+$1.78K	﹤0.01%	1242
2025 Q4	$1.36K	Sell	29 -4	-12%	-$185	﹤0.01%	1322
2025 Q3	$1.39K	Hold	33	–	–	﹤0.01%	1288
2025 Q2	$1.21K	Hold	33	–	–	﹤0.01%	1278
2025 Q1	$1K	Hold	33	–	–	﹤0.01%	1292
2024 Q4	$938	Buy	+33	New	+$888	﹤0.01%	1253

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

TD Private Client Wealth's AHR Position: Q2 2026 in Review

TD Private Client Wealth reduced its American Healthcare REIT (AHR) stake by 55% in Q2 2026, selling an estimated $1.77K and leaving 29 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

TD Private Client Wealth first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06K in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

TD Private Client Wealth held 29 shares of American Healthcare REIT worth $1.51K as of Q2 2026.
TD Private Client Wealth sold 36 American Healthcare REIT shares in Q2 2026, an estimated $1.77K.
American Healthcare REIT made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1406 holding.
TD Private Client Wealth first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
TD Private Client Wealth's American Healthcare REIT position peaked at $3.06K in Q1 2026.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.