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Bison Wealth’s American Healthcare REIT AHR Stock Holding History

Bison Wealth’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
2024
Q4 		$220K Sell
7,752
-8,021
-51% -$216K 0.05% 287
2024
Q3 		$412K Buy
+15,773
New +$307K 0.07% 267

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bison Wealth's AHR Position: Q4 2024 in Review

Bison Wealth reduced its American Healthcare REIT (AHR) stake by 51% in Q4 2024, selling an estimated $216K and leaving 7,752 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #287.

Bison Wealth first reported a position in AHR in Q3 2024 and has held it in 2 quarters since. The position peaked at $412K in Q3 2024. 391 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • Bison Wealth held 7,752 shares of American Healthcare REIT worth $220K as of Q4 2024.
  • Bison Wealth sold 8,021 American Healthcare REIT shares in Q4 2024, an estimated $216K.
  • American Healthcare REIT made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #287 holding.
  • Bison Wealth first reported a position in American Healthcare REIT in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's American Healthcare REIT position peaked at $412K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.