CreativeOne Wealth’s American Healthcare REIT AHR Stock Holding History

CreativeOne Wealth’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	$367K	Sell	7,037 -475	-6%	-$23.3K	0.01%	910
2026 Q1	$354K	Sell	7,512 -141	-2%	-$6.99K	0.01%	921
2025 Q4	$360K	Sell	7,653 -124	-2%	-$5.75K	0.01%	886
2025 Q3	$327K	Sell	7,777 -6,751	-46%	-$271K	0.01%	919
2025 Q2	$534K	Buy	14,528 +2,257	+18%	+$75K	0.01%	714
2025 Q1	$372K	Sell	12,271 -1,583	-11%	-$45.6K	0.01%	789
2024 Q4	$394K	Sell	13,854 -5,282	-28%	-$142K	0.01%	781
2024 Q3	$499K	Buy	+19,136	New	+$373K	0.02%	631

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's AHR Position: Q2 2026 in Review

CreativeOne Wealth reduced its American Healthcare REIT (AHR) stake by 6.3% in Q2 2026, selling an estimated $23.3K and leaving 7,037 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #910.

CreativeOne Wealth first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $534K in Q2 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

CreativeOne Wealth held 7,037 shares of American Healthcare REIT worth $367K as of Q2 2026.
CreativeOne Wealth sold 475 American Healthcare REIT shares in Q2 2026, an estimated $23.3K.
American Healthcare REIT made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #910 holding.
CreativeOne Wealth first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
CreativeOne Wealth's American Healthcare REIT position peaked at $534K in Q2 2025.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.