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Atria Wealth Solutions’s American Healthcare REIT AHR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$542K Sell
14,646
-8,120
-36% -$270K 0.01% 881
2025
Q1 		$693K Buy
22,766
+2,602
+13% +$75K 0.01% 1036
2024
Q4 		$576K Sell
20,164
-2,657
-12% -$71.5K 0.01% 1197
2024
Q3 		$598K Buy
+22,821
New +$445K 0.01% 1150

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atria Wealth Solutions's AHR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its American Healthcare REIT (AHR) stake by 36% in Q2 2025, selling an estimated $270K and leaving 14,646 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #881.

Atria Wealth Solutions first reported a position in AHR in Q3 2024 and has held it in 4 quarters since. The position peaked at $693K in Q1 2025. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Atria Wealth Solutions held 14,646 shares of American Healthcare REIT worth $542K as of Q2 2025.
  • Atria Wealth Solutions sold 8,120 American Healthcare REIT shares in Q2 2025, an estimated $270K.
  • American Healthcare REIT made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #881 holding.
  • Atria Wealth Solutions first reported a position in American Healthcare REIT in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's American Healthcare REIT position peaked at $693K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.