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Cassaday & Co Wealth Management’s American Healthcare REIT AHR Stock Holding History

Cassaday & Co 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
2026
Q2 		$124K Buy
2,371
+23
+1% +$1.13K ﹤0.01% 430
2026
Q1 		$111K Buy
+2,348
New +$116K ﹤0.01% 437

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Wealth Management's AHR Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its American Healthcare REIT (AHR) stake by 0.98% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,371 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Cassaday & Co Wealth Management first reported a position in AHR in Q1 2026 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,371 shares of American Healthcare REIT worth $124K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 23 American Healthcare REIT shares in Q2 2026, an estimated $1.13K.
  • American Healthcare REIT made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Cassaday & Co Wealth Management first reported a position in American Healthcare REIT in Q1 2026 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.