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WESPAC Advisors’s American Healthcare REIT AHR Stock Holding History

WESPAC 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 		$1.35M Buy
+25,804
New +$1.27M 0.66% 38

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WESPAC Advisors's AHR Position: Q2 2026 in Review

WESPAC Advisors opened a new position in American Healthcare REIT (AHR) in Q2 2026: 25,804 shares worth $1.35M. The stake represents 0.66% of the portfolio and ranks #38 among its holdings.

307 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • WESPAC Advisors held 25,804 shares of American Healthcare REIT worth $1.35M as of Q2 2026.
  • American Healthcare REIT was a new WESPAC Advisors position in Q2 2026.
  • American Healthcare REIT made up 0.66% of WESPAC Advisors's portfolio in Q2 2026, its #38 holding.
  • 307 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.