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Brass Tax Wealth Management’s American Healthcare REIT AHR Stock Holding History

Brass Tax 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
-7,229
Closed -$205K – 221
2024
Q4 		$205K Buy
+7,229
New +$194K 0.04% 201

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Brass Tax Wealth Management's AHR Position: Q1 2025 in Review

Brass Tax Wealth Management sold out of American Healthcare REIT (AHR) in Q1 2025, closing a stake of 7,229 shares — an estimated $205K sold.

Brass Tax Wealth Management first reported a position in AHR in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Brass Tax Wealth Management reported no remaining American Healthcare REIT position as of Q1 2025 after selling out during the quarter.
  • Brass Tax Wealth Management sold 7,229 American Healthcare REIT shares in Q1 2025, an estimated $205K.
  • Brass Tax Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's American Healthcare REIT position peaked at $205K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Brass Tax Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.