A4 Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

A4 Wealth 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 Q3	$766K	Buy	14,948 +9,337	+166%	+$511K	0.5%	35
2026 Q2	$293K	Sell	5,611 -10,000	-64%	-$491K	0.19%	70
2026 Q1	$736K	Sell	15,611 -6,464	-29%	-$320K	0.6%	36
2025 Q4	$1.04M	Sell	22,075 -31,031	-58%	-$1.44M	0.9%	29
2025 Q3	$2.23M	Buy	+53,106	New	+$2.13M	1.88%	12

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

A4 Wealth Advisors's AHR Position: Q3 2026 in Review

A4 Wealth Advisors increased its American Healthcare REIT (AHR) stake by 166% in Q3 2026, buying an estimated $511K and bringing the position to 14,948 shares worth $766K. The position accounts for 0.5% of the portfolio, ranked #35.

A4 Wealth Advisors first reported a position in AHR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q3 2025. 304 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

A4 Wealth Advisors held 14,948 shares of American Healthcare REIT worth $766K as of Q3 2026.
A4 Wealth Advisors bought 9,337 American Healthcare REIT shares in Q3 2026, an estimated $511K.
American Healthcare REIT made up 0.5% of A4 Wealth Advisors's portfolio in Q3 2026, its #35 holding.
A4 Wealth Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's American Healthcare REIT position peaked at $2.23M in Q3 2025.
304 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.