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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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

A4 Wealth Advisors's AHR Position: Q2 2026 in Review

A4 Wealth Advisors reduced its American Healthcare REIT (AHR) stake by 64% in Q2 2026, selling an estimated $491K and leaving 5,611 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #70.

A4 Wealth Advisors first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q3 2025. 237 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • A4 Wealth Advisors held 5,611 shares of American Healthcare REIT worth $293K as of Q2 2026.
  • A4 Wealth Advisors sold 10,000 American Healthcare REIT shares in Q2 2026, an estimated $491K.
  • American Healthcare REIT made up 0.19% of A4 Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • A4 Wealth Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's American Healthcare REIT position peaked at $2.23M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.