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 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 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

Trivium Point Advisory's AHR Position: Q2 2026 in Review

Trivium Point Advisory reduced its American Healthcare REIT (AHR) stake by 12% in Q2 2026, selling an estimated $119K and leaving 18,600 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #190.

Trivium Point Advisory first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Trivium Point Advisory held 18,600 shares of American Healthcare REIT worth $970K as of Q2 2026.
Trivium Point Advisory sold 2,424 American Healthcare REIT shares in Q2 2026, an estimated $119K.
American Healthcare REIT made up 0.09% of Trivium Point Advisory's portfolio in Q2 2026, its #190 holding.
Trivium Point Advisory first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Trivium Point Advisory's American Healthcare REIT position peaked at $1.21M in Q3 2024.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.