Uniplan Investment Counsel’s American Healthcare REIT AHR Stock Holding History

Uniplan Investment Counsel’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	$6.94M	Sell	133,114 -4,914	-4%	-$241K	0.65%	46
2026 Q1	$6.51M	Buy	138,028 +26,567	+24%	+$1.32M	0.67%	41
2025 Q4	$5.25M	Buy	111,461 +65,306	+141%	+$3.03M	0.53%	52
2025 Q3	$1.94M	Sell	46,155 -708	-2%	-$28.5K	0.19%	114
2025 Q2	$1.72M	Sell	46,863 -4,758	-9%	-$158K	0.17%	109
2025 Q1	$1.56M	Sell	51,621 -1,834	-3%	-$52.9K	0.15%	115
2024 Q4	$1.52M	Buy	+53,455	New	+$1.44M	0.14%	115

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

Uniplan Investment Counsel's AHR Position: Q2 2026 in Review

Uniplan Investment Counsel reduced its American Healthcare REIT (AHR) stake by 3.6% in Q2 2026, selling an estimated $241K and leaving 133,114 shares worth $6.94M. The position accounts for 0.65% of the portfolio, ranked #46.

Uniplan Investment Counsel first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Uniplan Investment Counsel held 133,114 shares of American Healthcare REIT worth $6.94M as of Q2 2026.
Uniplan Investment Counsel sold 4,914 American Healthcare REIT shares in Q2 2026, an estimated $241K.
American Healthcare REIT made up 0.65% of Uniplan Investment Counsel's portfolio in Q2 2026, its #46 holding.
Uniplan Investment Counsel first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.