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

Concord 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
2024
Q3 		– Sell
-22
Closed -$321 – 1036
2024
Q2 		$321 Buy
+22
New +$311 ﹤0.01% 781

Other funds holding AHR

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Principal Financial Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Concord Wealth Partners's AHR Position: Q3 2024 in Review

Concord Wealth Partners sold out of American Healthcare REIT (AHR) in Q3 2024, closing a stake of 22 shares — an estimated $321 sold.

Concord Wealth Partners first reported a position in AHR in Q2 2024 and held it in 1 quarter. The position peaked at $321 in Q2 2024. 368 funds tracked by Wall St. Rank hold AHR as of Q3 2024.

  • Concord Wealth Partners reported no remaining American Healthcare REIT position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 22 American Healthcare REIT shares in Q3 2024, an estimated $321.
  • Concord Wealth Partners first reported a position in American Healthcare REIT in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's American Healthcare REIT position peaked at $321 in Q2 2024.
  • 368 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.