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Twin Peaks Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-29
Closed -$1.37K – 2291
2026
Q1 		$1.37K Buy
+29
New +$1.44K ﹤0.01% 1816
2025
Q3 		– Sell
-4
Closed -$162 – 2216
2025
Q2 		$162 Buy
+4
New +$133 ﹤0.01% 2059

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

Twin Peaks Wealth Advisors's AHR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 29 shares — an estimated $1.37K sold.

Twin Peaks Wealth Advisors first reported a position in AHR in Q2 2025 and held it in 2 quarters. The position peaked at $1.37K in Q1 2026. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 29 American Healthcare REIT shares in Q2 2026, an estimated $1.37K.
  • Twin Peaks Wealth Advisors first reported a position in American Healthcare REIT in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's American Healthcare REIT position peaked at $1.37K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.