Trivium Point Advisory
AHR icon

Trivium Point Advisory’s American Healthcare REIT AHR Stock Holding History

Trivium Point Advisory’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
Q3 		$822K Sell
16,030
-2,570
-14% -$141K 0.07% 210
2026
Q2 		$970K Sell
18,600
-2,424
-12% -$119K 0.09% 190
2026
Q1 		$991K Buy
21,024
+1,967
+10% +$97.5K 0.18% 132
2025
Q4 		$897K Buy
19,057
+26
+0.1% +$1.21K 0.09% 188
2025
Q3 		$799K Sell
19,031
-1,789
-9% -$71.9K 0.08% 201
2025
Q2 		$765K Sell
20,820
-5,833
-22% -$194K 0.08% 209
2025
Q1 		$808K Sell
26,653
-10,295
-28% -$297K 0.1% 186
2024
Q4 		$1.05M Sell
36,948
-8,378
-18% -$225K 0.13% 160
2024
Q3 		$1.21M Buy
+45,326
New +$883K 0.17% 148

Other funds holding AHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

Trivium Point Advisory's AHR Position: Q3 2026 in Review

Trivium Point Advisory reduced its American Healthcare REIT (AHR) stake by 14% in Q3 2026, selling an estimated $141K and leaving 16,030 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #210.

Trivium Point Advisory first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2024. 476 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Trivium Point Advisory held 16,030 shares of American Healthcare REIT worth $822K as of Q3 2026.
  • Trivium Point Advisory sold 2,570 American Healthcare REIT shares in Q3 2026, an estimated $141K.
  • American Healthcare REIT made up 0.07% of Trivium Point Advisory's portfolio in Q3 2026, its #210 holding.
  • Trivium Point Advisory first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
  • Trivium Point Advisory's American Healthcare REIT position peaked at $1.21M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Trivium Point Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.