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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return