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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
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

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

Cornerstone Wealth Management's AHR Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its American Healthcare REIT (AHR) stake by 27% in Q2 2026, selling an estimated $118K and leaving 6,493 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #577.

Cornerstone Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q1 2026. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Cornerstone Wealth Management held 6,493 shares of American Healthcare REIT worth $339K as of Q2 2026.
  • Cornerstone Wealth Management sold 2,400 American Healthcare REIT shares in Q2 2026, an estimated $118K.
  • American Healthcare REIT made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Cornerstone Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Wealth Management's American Healthcare REIT position peaked at $419K in Q1 2026.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.