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United Capital Financial Advisors’s American Healthcare REIT AHR Stock Holding History

United Capital Financial 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 		$754K Sell
14,454
-5,322
-27% -$262K ﹤0.01% 931
2026
Q1 		$933K Buy
19,776
+5,497
+38% +$272K 0.01% 785
2025
Q4 		$672K Buy
14,279
+7
+0% +$325 ﹤0.01% 858
2025
Q3 		$600K Buy
14,272
+52
+0.4% +$2.09K ﹤0.01% 802
2025
Q2 		$522K Buy
14,220
+516
+4% +$17.1K ﹤0.01% 765
2025
Q1 		$415K Sell
13,704
-3,256
-19% -$93.9K ﹤0.01% 802
2024
Q4 		$482K Hold
16,960
– – ﹤0.01% 743
2024
Q3 		$443K Buy
+16,960
New +$330K ﹤0.01% 754

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

United Capital Financial Advisors's AHR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its American Healthcare REIT (AHR) stake by 27% in Q2 2026, selling an estimated $262K and leaving 14,454 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

United Capital Financial Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $933K in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • United Capital Financial Advisors held 14,454 shares of American Healthcare REIT worth $754K as of Q2 2026.
  • United Capital Financial Advisors sold 5,322 American Healthcare REIT shares in Q2 2026, an estimated $262K.
  • American Healthcare REIT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #931 holding.
  • United Capital Financial Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • United Capital Financial Advisors's American Healthcare REIT position peaked at $933K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.