UBS AM
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UBS AM’s American Healthcare REIT AHR Stock Holding History

UBS AM’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 		$53.7M Buy
1,030,254
+1,028,580
+61,444% +$50.5M 0.01% 643
2026
Q1 		$78.9K Buy
1,674
+1,253
+298% +$62.1K ﹤0.01% 2877
2025
Q4 		$19.8K Sell
421
-841,186
-100% -$39M ﹤0.01% 2736
2025
Q3 		$35.4M Buy
841,607
+674,654
+404% +$27.1M 0.01% 669
2025
Q2 		$6.13M Sell
166,953
-761,922
-82% -$25.3M ﹤0.01% 1610
2025
Q1 		$28.1M Buy
928,875
+161,510
+21% +$4.66M 0.01% 829
2024
Q4 		$21.8M Buy
767,365
+410,868
+115% +$11.1M 0.01% 912
2024
Q3 		$9.3M Buy
356,497
+286,292
+408% +$5.58M ﹤0.01% 1264
2024
Q2 		$1.03M Buy
+70,205
New +$992K ﹤0.01% 2357

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

UBS AM's AHR Position: Q2 2026 in Review

UBS AM increased its American Healthcare REIT (AHR) stake by 61,444% in Q2 2026, buying an estimated $50.5M and bringing the position to 1,030,254 shares worth $53.7M. The position accounts for 0.01% of the portfolio, ranked #643.

UBS AM first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • UBS AM held 1,030,254 shares of American Healthcare REIT worth $53.7M as of Q2 2026.
  • UBS AM bought 1,028,580 American Healthcare REIT shares in Q2 2026, an estimated $50.5M.
  • American Healthcare REIT made up 0.01% of UBS AM's portfolio in Q2 2026, its #643 holding.
  • UBS AM first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.