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

Apollon 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 		$458K Sell
8,789
-332
-4% -$16.3K 0.01% 1058
2026
Q1 		$430K Sell
9,121
-259
-3% -$12.8K 0.01% 929
2025
Q4 		$441K Sell
9,380
-294
-3% -$13.6K 0.01% 891
2025
Q3 		$406K Sell
9,674
-11,799
-55% -$474K 0.01% 910
2025
Q2 		$789K Buy
21,473
+57
+0.3% +$1.89K 0.02% 620
2025
Q1 		$649K Sell
21,416
-712
-3% -$20.5K 0.01% 637
2024
Q4 		$629K Buy
22,128
+6,425
+41% +$173K 0.01% 663
2024
Q3 		$410K Buy
+15,703
New +$306K 0.01% 803

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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its American Healthcare REIT (AHR) stake by 3.6% in Q2 2026, selling an estimated $16.3K and leaving 8,789 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1058.

Apollon Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $789K in Q2 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Apollon Wealth Management held 8,789 shares of American Healthcare REIT worth $458K as of Q2 2026.
  • Apollon Wealth Management sold 332 American Healthcare REIT shares in Q2 2026, an estimated $16.3K.
  • American Healthcare REIT made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1058 holding.
  • Apollon Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Apollon Wealth Management's American Healthcare REIT position peaked at $789K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.