AE Wealth Management
AHR icon

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

AE 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 		$1.17M Buy
22,881
+3,760
+20% +$206K 0.01% 888
2026
Q2 		$997K Buy
19,121
+234
+1% +$11.5K ﹤0.01% 909
2026
Q1 		$891K Buy
18,887
+2,264
+14% +$112K ﹤0.01% 868
2025
Q4 		$782K Buy
16,623
+82
+0.5% +$3.8K ﹤0.01% 882
2025
Q3 		$695K Sell
16,541
-2,671
-14% -$107K ﹤0.01% 853
2025
Q2 		$706K Sell
19,212
-2,144
-10% -$71.2K 0.01% 815
2025
Q1 		$647K Buy
21,356
+1,455
+7% +$42K 0.01% 841
2024
Q4 		$566K Sell
19,901
-13,884
-41% -$373K ﹤0.01% 870
2024
Q3 		$882K Buy
+33,785
New +$658K 0.01% 724

Other funds holding AHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

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

AE Wealth Management increased its American Healthcare REIT (AHR) stake by 20% in Q3 2026, buying an estimated $206K and bringing the position to 22,881 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #888.

AE Wealth Management first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • AE Wealth Management held 22,881 shares of American Healthcare REIT worth $1.17M as of Q3 2026.
  • AE Wealth Management bought 3,760 American Healthcare REIT shares in Q3 2026, an estimated $206K.
  • American Healthcare REIT made up 0.01% of AE Wealth Management's portfolio in Q3 2026, its #888 holding.
  • AE Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
  • 476 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.