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

Darwin 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 		– Sell
-833
Closed -$39.3K – 794
2026
Q1 		$39.3K Hold
833
– – 0.01% 237
2025
Q4 		$39.2K Hold
833
– – 0.01% 236
2025
Q3 		$35K Hold
833
– – 0.01% 241
2025
Q2 		$30.6K Hold
833
– – 0.01% 240
2025
Q1 		$23.7K Hold
833
– – 0.01% 286
2024
Q4 		$23.7K Hold
833
– – 0.01% 286
2024
Q3 		$21.7K Buy
+833
New +$16.2K 0.01% 300

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

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

Darwin Wealth Management sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 833 shares — an estimated $39.3K sold.

Darwin Wealth Management first reported a position in AHR in Q3 2024 and held it in 7 quarters. The position peaked at $39.3K in Q1 2026. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Darwin Wealth Management reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 833 American Healthcare REIT shares in Q2 2026, an estimated $39.3K.
  • Darwin Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and held it in 7 quarters.
  • Darwin Wealth Management's American Healthcare REIT position peaked at $39.3K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.