Carson Wealth (CWM LLC)
AHR icon

Carson Wealth (CWM LLC)’s American Healthcare REIT AHR Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.41M Sell
72,330
-274
-0.4% -$13.6K 0.01% 968
2025
Q4 		$3.42M Sell
72,604
-4,096
-5% -$190K 0.01% 932
2025
Q3 		$3.22M Sell
76,700
-103,662
-57% -$4.17M 0.01% 892
2025
Q2 		$6.63M Sell
180,362
-1,163
-0.6% -$38.6K 0.02% 512
2025
Q1 		$5.5M Sell
181,525
-31,668
-15% -$913K 0.02% 503
2024
Q4 		$6.06M Buy
213,193
+42,593
+25% +$1.15M 0.03% 435
2024
Q3 		$4.45M Buy
170,600
+166,600
+4,165% +$3.25M 0.02% 467
2024
Q2 		$58K Buy
+4,000
New +$56.5K ﹤0.01% 2379

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 $3.38T AUM 44.17% 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

Carson Wealth (CWM LLC)'s AHR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its American Healthcare REIT (AHR) stake by 0.38% in Q1 2026, selling an estimated $13.6K and leaving 72,330 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #968.

Carson Wealth (CWM LLC) first reported a position in AHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.63M in Q2 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,330 shares of American Healthcare REIT worth $3.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 274 American Healthcare REIT shares in Q1 2026, an estimated $13.6K.
  • American Healthcare REIT made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #968 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Healthcare REIT in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s American Healthcare REIT position peaked at $6.63M in Q2 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.