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TS Financial Group (TSFG)’s American Healthcare REIT AHR Stock Holding History

TS Financial Group (TSFG)’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 		$157K Buy
+3,001
New +$147K 0.02% 226
2025
Q2 		– Sell
-1,366
Closed -$41K – 888
2025
Q1 		$41K Buy
+1,366
New +$39.4K 0.01% 346

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

TS Financial Group (TSFG)'s AHR Position: Q2 2026 in Review

TS Financial Group (TSFG) opened a new position in American Healthcare REIT (AHR) in Q2 2026: 3,001 shares worth $157K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: TS Financial Group (TSFG) previously reported a position in AHR as recently as Q1 2025.

TS Financial Group (TSFG) first reported a position in AHR in Q1 2025 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • TS Financial Group (TSFG) held 3,001 shares of American Healthcare REIT worth $157K as of Q2 2026.
  • American Healthcare REIT was a new TS Financial Group (TSFG) position in Q2 2026.
  • American Healthcare REIT made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #226 holding.
  • TS Financial Group (TSFG) first reported a position in American Healthcare REIT in Q1 2025 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.