Whittier Trust
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Whittier Trust’s American Healthcare REIT AHR Stock Holding History

Whittier Trust’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
Q3 		$10.5K Hold
206
– – ﹤0.01% 1142
2026
Q2 		$11.1K Hold
206
– – ﹤0.01% 1127
2026
Q1 		$9.7K Hold
206
– – ﹤0.01% 1133
2025
Q4 		$9.7K Hold
206
– – ﹤0.01% 1143
2025
Q3 		$8.42K Hold
206
– – ﹤0.01% 1152
2025
Q2 		$7.57K Buy
+206
New +$6.85K ﹤0.01% 1277

Other funds holding AHR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Whittier Trust's AHR Position: Q3 2026 in Review

Whittier Trust held its American Healthcare REIT (AHR) position steady in Q3 2026 at 206 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Whittier Trust first reported a position in AHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.1K in Q2 2026. 409 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Whittier Trust held 206 shares of American Healthcare REIT worth $10.5K as of Q3 2026.
  • Whittier Trust left its American Healthcare REIT share count unchanged in Q3 2026.
  • American Healthcare REIT made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #1142 holding.
  • Whittier Trust first reported a position in American Healthcare REIT in Q2 2025 and has held it in 6 quarters since.
  • Whittier Trust's American Healthcare REIT position peaked at $11.1K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.