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West Michigan Advisors’s American Healthcare REIT AHR Stock Holding History

West Michigan 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 		$269K Hold
5,129
– – 0.05% 252
2026
Q1 		$243K Hold
5,129
– – 0.05% 265
2025
Q4 		$243K Hold
5,129
– – 0.06% 237
2025
Q3 		$217K Buy
+5,129
New +$206K 0.05% 240
2024
Q4 		– Sell
-11,440
Closed -$302K – 241
2024
Q3 		$302K Buy
+11,440
New +$223K 0.09% 144

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

West Michigan Advisors's AHR Position: Q2 2026 in Review

West Michigan Advisors held its American Healthcare REIT (AHR) position steady in Q2 2026 at 5,129 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #252.

West Michigan Advisors first reported a position in AHR in Q3 2024 and has held it in 5 quarters since. The position peaked at $302K in Q3 2024. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • West Michigan Advisors held 5,129 shares of American Healthcare REIT worth $269K as of Q2 2026.
  • West Michigan Advisors left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #252 holding.
  • West Michigan Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 5 quarters since.
  • West Michigan Advisors's American Healthcare REIT position peaked at $302K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.