Cornerstone Wealth Management’s American Healthcare REIT AHR Stock Holding History

Cornerstone 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 Q3	$333K	Hold	6,493	–	–	0.01%	587
2026 Q2	$339K	Sell	6,493 -2,400	-27%	-$118K	0.01%	577
2026 Q1	$419K	Buy	8,893 +1,453	+20%	+$72K	0.02%	490
2025 Q4	$350K	Hold	7,440	–	–	0.02%	506
2025 Q3	$313K	Hold	7,440	–	–	0.02%	512
2025 Q2	$273K	Hold	7,440	–	–	0.02%	534
2025 Q1	$225K	Hold	7,440	–	–	0.02%	554
2024 Q4	$211K	Buy	+7,440	New	+$200K	0.01%	550

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cornerstone Wealth Management's AHR Position: Q3 2026 in Review

Cornerstone Wealth Management held its American Healthcare REIT (AHR) position steady in Q3 2026 at 6,493 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #587.

Cornerstone Wealth Management first reported a position in AHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $419K in Q1 2026. 322 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Cornerstone Wealth Management held 6,493 shares of American Healthcare REIT worth $333K as of Q3 2026.
Cornerstone Wealth Management left its American Healthcare REIT share count unchanged in Q3 2026.
American Healthcare REIT made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #587 holding.
Cornerstone Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's American Healthcare REIT position peaked at $419K in Q1 2026.
322 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.