Vontobel Holding
AHR icon

Vontobel Holding’s American Healthcare REIT AHR Stock Holding History

Vontobel Holding’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 		$664K Buy
12,736
+25
+0.2% +$1.23K ﹤0.01% 960
2026
Q1 		$599K Buy
12,711
+6,279
+98% +$311K ﹤0.01% 789
2025
Q4 		$303K Buy
+6,432
New +$298K ﹤0.01% 1173
2025
Q3 		– Sell
-9,147
Closed -$336K – 1449
2025
Q2 		$336K Sell
9,147
-436
-5% -$14.5K ﹤0.01% 1016
2025
Q1 		$290K Sell
9,583
-3,892
-29% -$112K ﹤0.01% 918
2024
Q4 		$383K Buy
+13,475
New +$362K ﹤0.01% 856

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

Vontobel Holding's AHR Position: Q2 2026 in Review

Vontobel Holding increased its American Healthcare REIT (AHR) stake by 0.2% in Q2 2026, buying an estimated $1.23K and bringing the position to 12,736 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Vontobel Holding first reported a position in AHR in Q4 2024 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Vontobel Holding held 12,736 shares of American Healthcare REIT worth $664K as of Q2 2026.
  • Vontobel Holding bought 25 American Healthcare REIT shares in Q2 2026, an estimated $1.23K.
  • American Healthcare REIT made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #960 holding.
  • Vontobel Holding first reported a position in American Healthcare REIT in Q4 2024 and has held it in 6 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.