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Arete Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Arete Wealth Advisors’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 		$571K Sell
10,941
-3,487
-24% -$171K 0.04% 277
2026
Q1 		$682K Buy
14,428
+174
+1% +$8.63K 0.05% 251
2025
Q4 		$671K Buy
14,254
+1,365
+11% +$63.3K 0.05% 270
2025
Q3 		$541K Sell
12,889
-576
-4% -$23.1K 0.03% 416
2025
Q2 		$495K Buy
13,465
+4,255
+46% +$141K 0.04% 410
2025
Q1 		$279K Sell
9,210
-48,195
-84% -$1.39M 0.02% 564
2024
Q4 		$1.63M Buy
57,405
+5,145
+10% +$138K 0.12% 180
2024
Q3 		$1.35M Buy
+52,260
New +$1.02M 0.12% 173

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

Arete Wealth Advisors's AHR Position: Q2 2026 in Review

Arete Wealth Advisors reduced its American Healthcare REIT (AHR) stake by 24% in Q2 2026, selling an estimated $171K and leaving 10,941 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #277.

Arete Wealth Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2024. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Arete Wealth Advisors held 10,941 shares of American Healthcare REIT worth $571K as of Q2 2026.
  • Arete Wealth Advisors sold 3,487 American Healthcare REIT shares in Q2 2026, an estimated $171K.
  • American Healthcare REIT made up 0.04% of Arete Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • Arete Wealth Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Arete Wealth Advisors's American Healthcare REIT position peaked at $1.63M in Q4 2024.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.