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

Axxcess 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
2025
Q1 		– Sell
-7,971
Closed -$227K – 946
2024
Q4 		$227K Sell
7,971
-10,647
-57% -$286K 0.01% 773
2024
Q3 		$486K Buy
+18,618
New +$363K 0.01% 553

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Axxcess Wealth Management's AHR Position: Q1 2025 in Review

Axxcess Wealth Management sold out of American Healthcare REIT (AHR) in Q1 2025, closing a stake of 7,971 shares — an estimated $227K sold.

Axxcess Wealth Management first reported a position in AHR in Q3 2024 and held it in 2 quarters. The position peaked at $486K in Q3 2024. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Axxcess Wealth Management reported no remaining American Healthcare REIT position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,971 American Healthcare REIT shares in Q1 2025, an estimated $227K.
  • Axxcess Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's American Healthcare REIT position peaked at $486K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.