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Accel Wealth Management’s American Healthcare REIT AHR Stock Holding History

Accel Wealth Management’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 		$806K Buy
15,457
+6
+0% +$295 0.18% 114
2026
Q1 		$729K Buy
15,451
+50
+0.3% +$2.48K 0.19% 120
2025
Q4 		$725K Buy
15,401
+1,989
+15% +$92.2K 0.2% 114
2025
Q3 		$563K Sell
13,412
-2,369
-15% -$95.2K 0.16% 136
2025
Q2 		$580K Buy
15,781
+4,287
+37% +$142K 0.19% 118
2025
Q1 		$348K Buy
11,494
+1,188
+12% +$34.3K 0.13% 165
2024
Q4 		$293K Buy
+10,306
New +$277K 0.11% 188

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

Accel Wealth Management's AHR Position: Q2 2026 in Review

Accel Wealth Management increased its American Healthcare REIT (AHR) stake by 0.04% in Q2 2026, buying an estimated $295 and bringing the position to 15,457 shares worth $806K. The position accounts for 0.18% of the portfolio, ranked #114.

Accel Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Accel Wealth Management held 15,457 shares of American Healthcare REIT worth $806K as of Q2 2026.
  • Accel Wealth Management bought 6 American Healthcare REIT shares in Q2 2026, an estimated $295.
  • American Healthcare REIT made up 0.18% of Accel Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Accel Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.