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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return