James T. Borello RIA’s American Healthcare REIT AHR Stock Holding History

James T. Borello RIA’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	$3.59K	Buy	70 +7	+11%	+$383	﹤0.01%	849
2026 Q2	$3.29K	Sell	63 -4	-6%	-$197	﹤0.01%	870
2026 Q1	$3.16K	Buy	67 +59	+738%	+$2.92K	﹤0.01%	859
2025 Q4	$376	Buy	8 +1	+14%	+$46	﹤0.01%	954
2025 Q3	$294	Buy	+7	New	+$281	﹤0.01%	908

Other funds holding AHR

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

James T. Borello RIA's AHR Position: Q3 2026 in Review

James T. Borello RIA increased its American Healthcare REIT (AHR) stake by 11% in Q3 2026, buying an estimated $383 and bringing the position to 70 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

James T. Borello RIA first reported a position in AHR in Q3 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

James T. Borello RIA held 70 shares of American Healthcare REIT worth $3.59K as of Q3 2026.
James T. Borello RIA bought 7 American Healthcare REIT shares in Q3 2026, an estimated $383.
American Healthcare REIT made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #849 holding.
James T. Borello RIA first reported a position in American Healthcare REIT in Q3 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.