Truist Financial
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Truist Financial’s American Healthcare REIT AHR Stock Holding History

Truist Financial’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 		$2.13M Buy
40,936
+6,909
+20% +$339K ﹤0.01% 1347
2026
Q1 		$1.6M Buy
34,027
+12,851
+61% +$637K ﹤0.01% 1459
2025
Q4 		$997K Sell
21,176
-439
-2% -$20.4K ﹤0.01% 1665
2025
Q3 		$908K Buy
21,615
+5,702
+36% +$229K ﹤0.01% 1713
2025
Q2 		$585K Buy
15,913
+1,691
+12% +$56.2K ﹤0.01% 1887
2025
Q1 		$431K Sell
14,222
-7
-0% -$202 ﹤0.01% 1948
2024
Q4 		$404K Buy
14,229
+2,019
+17% +$54.3K ﹤0.01% 1996
2024
Q3 		$319K Buy
+12,210
New +$238K ﹤0.01% 2096

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

Truist Financial's AHR Position: Q2 2026 in Review

Truist Financial increased its American Healthcare REIT (AHR) stake by 20% in Q2 2026, buying an estimated $339K and bringing the position to 40,936 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Truist Financial first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Truist Financial held 40,936 shares of American Healthcare REIT worth $2.13M as of Q2 2026.
  • Truist Financial bought 6,909 American Healthcare REIT shares in Q2 2026, an estimated $339K.
  • American Healthcare REIT made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1347 holding.
  • Truist Financial first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.