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

Accurate 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 		$538K Sell
10,051
-285
-3% -$14K 0.05% 333
2026
Q1 		$509K Hold
10,336
– – 0.06% 311
2025
Q4 		$489K Sell
10,336
-2,065
-17% -$95.8K 0.06% 305
2025
Q3 		$515K Sell
12,401
-579
-4% -$23.3K 0.07% 289
2025
Q2 		$470K Hold
12,980
– – 0.07% 272
2025
Q1 		$380K Sell
12,980
-25
-0.2% -$721 0.07% 241
2024
Q4 		$354K Buy
+13,005
New +$350K 0.07% 262

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

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

Accurate Wealth Management reduced its American Healthcare REIT (AHR) stake by 2.8% in Q2 2026, selling an estimated $14K and leaving 10,051 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #333.

Accurate 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.

  • Accurate Wealth Management held 10,051 shares of American Healthcare REIT worth $538K as of Q2 2026.
  • Accurate Wealth Management sold 285 American Healthcare REIT shares in Q2 2026, an estimated $14K.
  • American Healthcare REIT made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Accurate 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 Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.