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

Dogwood 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
2025
Q2 		– Sell
-579
Closed -$17.5K – 744
2025
Q1 		$17.5K Sell
579
-219
-27% -$6.31K 0.01% 163
2024
Q4 		$22.7K Buy
+798
New +$21.5K 0.01% 143

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

Dogwood Wealth Management's AHR Position: Q2 2025 in Review

Dogwood Wealth Management sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 579 shares — an estimated $17.5K sold.

Dogwood Wealth Management first reported a position in AHR in Q4 2024 and held it in 2 quarters. The position peaked at $22.7K in Q4 2024. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Dogwood Wealth Management reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 579 American Healthcare REIT shares in Q2 2025, an estimated $17.5K.
  • Dogwood Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and held it in 2 quarters.
  • Dogwood Wealth Management's American Healthcare REIT position peaked at $22.7K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.