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Triumph Capital Management’s American Healthcare REIT AHR Stock Holding History

Triumph Capital Management’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 		$54.7K Sell
1,049
-907
-46% -$44.6K 0.01% 653
2026
Q1 		$92.7K Sell
1,956
-653
-25% -$32.4K 0.02% 469
2025
Q4 		$123K Buy
+2,609
New +$121K 0.03% 392
2024
Q4 		– Sell
-11,822
Closed -$312K – 303
2024
Q3 		$312K Buy
+11,822
New +$230K 0.11% 200

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

Triumph Capital Management's AHR Position: Q2 2026 in Review

Triumph Capital Management reduced its American Healthcare REIT (AHR) stake by 46% in Q2 2026, selling an estimated $44.6K and leaving 1,049 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #653.

Triumph Capital Management first reported a position in AHR in Q3 2024 and has held it in 4 quarters since. The position peaked at $312K in Q3 2024. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Triumph Capital Management held 1,049 shares of American Healthcare REIT worth $54.7K as of Q2 2026.
  • Triumph Capital Management sold 907 American Healthcare REIT shares in Q2 2026, an estimated $44.6K.
  • American Healthcare REIT made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #653 holding.
  • Triumph Capital Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 4 quarters since.
  • Triumph Capital Management's American Healthcare REIT position peaked at $312K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.