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Xponance’s American Healthcare REIT AHR Stock Holding History

Xponance’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 		$1.2M Sell
23,017
-1,967
-8% -$96.7K 0.01% 728
2026
Q1 		$1.18M Buy
24,984
+11,625
+87% +$576K 0.01% 688
2025
Q4 		$629K Buy
13,359
+845
+7% +$39.2K ﹤0.01% 853
2025
Q3 		$526K Buy
12,514
+151
+1% +$6.07K ﹤0.01% 956
2025
Q2 		$454K Buy
12,363
+874
+8% +$29K ﹤0.01% 984
2025
Q1 		$348K Buy
11,489
+470
+4% +$13.6K ﹤0.01% 1046
2024
Q4 		$313K Buy
+11,019
New +$296K ﹤0.01% 1114

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

Xponance's AHR Position: Q2 2026 in Review

Xponance reduced its American Healthcare REIT (AHR) stake by 7.9% in Q2 2026, selling an estimated $96.7K and leaving 23,017 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #728.

Xponance first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Xponance held 23,017 shares of American Healthcare REIT worth $1.2M as of Q2 2026.
  • Xponance sold 1,967 American Healthcare REIT shares in Q2 2026, an estimated $96.7K.
  • American Healthcare REIT made up 0.01% of Xponance's portfolio in Q2 2026, its #728 holding.
  • Xponance first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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