Planning Strategies Inc.’s American Healthcare REIT AHR Stock Holding History

Planning Strategies Inc.’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	$417	Buy	+8	New	+$393	﹤0.01%	889

Other funds holding AHR

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Planning Strategies Inc.'s AHR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in American Healthcare REIT (AHR) in Q2 2026: 8 shares worth $417. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

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

Planning Strategies Inc. held 8 shares of American Healthcare REIT worth $417 as of Q2 2026.
American Healthcare REIT was a new Planning Strategies Inc. position in Q2 2026.
American Healthcare REIT made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #889 holding.
146 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.