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

Diversify 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	$2.17M	Sell	38,350 -14,007	-27%	-$688K	0.04%	385
2026 Q1	$2.6M	Buy	52,357 +30,305	+137%	+$1.5M	0.05%	309
2025 Q4	$1.05M	Sell	22,052 -2,158	-9%	-$100K	0.05%	318
2025 Q3	$1.11M	Sell	24,210 -289	-1%	-$11.6K	0.06%	262
2025 Q2	$993K	Sell	24,499 -2,981	-11%	-$99.1K	0.06%	271
2025 Q1	$878K	Buy	27,480 +5,305	+24%	+$153K	0.07%	261
2024 Q4	$604K	Sell	22,175 -947	-4%	-$25.5K	0.05%	316
2024 Q3	$594K	Sell	23,122 -10,580	-31%	-$206K	0.06%	284
2024 Q2	$528K	Buy	+33,702	New	+$476K	0.07%	262

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

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

Diversify Wealth Management reduced its American Healthcare REIT (AHR) stake by 27% in Q2 2026, selling an estimated $688K and leaving 38,350 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #385.

Diversify Wealth Management first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.6M in Q1 2026. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Diversify Wealth Management held 38,350 shares of American Healthcare REIT worth $2.17M as of Q2 2026.
Diversify Wealth Management sold 14,007 American Healthcare REIT shares in Q2 2026, an estimated $688K.
American Healthcare REIT made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #385 holding.
Diversify Wealth Management first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's American Healthcare REIT position peaked at $2.6M in Q1 2026.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.