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Elios Financial Group’s American Healthcare REIT AHR Stock Holding History

Elios Financial Group’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
-7,336
Closed -$222K – 123
2025
Q1 		$222K Sell
7,336
-1,829
-20% -$52.7K 0.11% 105
2024
Q4 		$260K Sell
9,165
-1,604
-15% -$43.1K 0.12% 101
2024
Q3 		$281K Buy
+10,769
New +$210K 0.13% 99

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Elios Financial Group's AHR Position: Q2 2025 in Review

Elios Financial Group sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 7,336 shares — an estimated $222K sold.

Elios Financial Group first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $281K in Q3 2024. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Elios Financial Group reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • Elios Financial Group sold 7,336 American Healthcare REIT shares in Q2 2025, an estimated $222K.
  • Elios Financial Group first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
  • Elios Financial Group's American Healthcare REIT position peaked at $281K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.