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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
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 $6.73T 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

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

AE Wealth Management increased its American Healthcare REIT (AHR) stake by 1.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 19,121 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

AE Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • AE Wealth Management held 19,121 shares of American Healthcare REIT worth $997K as of Q2 2026.
  • AE Wealth Management bought 234 American Healthcare REIT shares in Q2 2026, an estimated $11.5K.
  • American Healthcare REIT made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #909 holding.
  • AE Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.