Accel Wealth Management
AHR icon

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
Q3 		$862K Buy
16,817
+1,360
+9% +$74.5K 0.19% 113
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Accel Wealth Management's AHR Position: Q3 2026 in Review

Accel Wealth Management increased its American Healthcare REIT (AHR) stake by 8.8% in Q3 2026, buying an estimated $74.5K and bringing the position to 16,817 shares worth $862K. The position accounts for 0.19% of the portfolio, ranked #113.

Accel Wealth Management first reported a position in AHR in Q4 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Accel Wealth Management held 16,817 shares of American Healthcare REIT worth $862K as of Q3 2026.
  • Accel Wealth Management bought 1,360 American Healthcare REIT shares in Q3 2026, an estimated $74.5K.
  • American Healthcare REIT made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Accel Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 8 quarters since.
  • 177 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.