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Cypress Wealth Services’s American Healthcare REIT AHR Stock Holding History

Cypress Wealth Services’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
2025
Q2 		– Sell
-19,239
Closed -$583K – 333
2025
Q1 		$583K Hold
19,239
– – 0.12% 141
2024
Q4 		$547K Hold
19,239
– – 0.11% 144
2024
Q3 		$502K Buy
+19,239
New +$375K 0.1% 152

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cypress Wealth Services's AHR Position: Q2 2025 in Review

Cypress Wealth Services sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 19,239 shares — an estimated $583K sold.

Cypress Wealth Services first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $583K in Q1 2025. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Cypress Wealth Services reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 19,239 American Healthcare REIT shares in Q2 2025, an estimated $583K.
  • Cypress Wealth Services first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
  • Cypress Wealth Services's American Healthcare REIT position peaked at $583K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.