Vanguard Personalized Indexing Management
AHR icon

Vanguard Personalized Indexing Management’s American Healthcare REIT AHR Stock Holding History

Vanguard Personalized Indexing Management’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 		$606K Sell
11,611
-2,314
-17% -$114K 0.01% 1294
2026
Q1 		$657K Buy
13,925
+5,064
+57% +$251K 0.01% 1146
2025
Q4 		$417K Buy
8,861
+436
+5% +$20.2K ﹤0.01% 1332
2025
Q3 		$354K Buy
8,425
+752
+10% +$30.2K ﹤0.01% 1415
2025
Q2 		$282K Buy
+7,673
New +$255K ﹤0.01% 1478

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

Vanguard Personalized Indexing Management's AHR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its American Healthcare REIT (AHR) stake by 17% in Q2 2026, selling an estimated $114K and leaving 11,611 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1294.

Vanguard Personalized Indexing Management first reported a position in AHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $657K in Q1 2026. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,611 shares of American Healthcare REIT worth $606K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,314 American Healthcare REIT shares in Q2 2026, an estimated $114K.
  • American Healthcare REIT made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1294 holding.
  • Vanguard Personalized Indexing Management first reported a position in American Healthcare REIT in Q2 2025 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's American Healthcare REIT position peaked at $657K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.