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Baldwin Wealth Partners’s American Healthcare REIT AHR Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-12,108
Closed -$570K – 257
2025
Q4 		$570K Sell
12,108
-2,920
-19% -$135K 0.04% 148
2025
Q3 		$631K Sell
15,028
-2,345
-13% -$94.2K 0.04% 140
2025
Q2 		$638K Hold
17,373
– – 0.04% 131
2025
Q1 		$526K Hold
17,373
– – 0.04% 137
2024
Q4 		$494K Hold
17,373
– – 0.03% 153
2024
Q3 		$453K Buy
+17,373
New +$338K 0.03% 209

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Baldwin Wealth Partners's AHR Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 12,108 shares — an estimated $570K sold.

Baldwin Wealth Partners first reported a position in AHR in Q3 2024 and held it in 6 quarters. The position peaked at $638K in Q2 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 12,108 American Healthcare REIT shares in Q1 2026, an estimated $570K.
  • Baldwin Wealth Partners first reported a position in American Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • Baldwin Wealth Partners's American Healthcare REIT position peaked at $638K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.