Financial Gravity Companies’s American Healthcare REIT AHR Stock Holding History

Financial Gravity Companies’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	$17.7K	Buy	+481	New	+$16K	﹤0.01%	473

Other funds holding AHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Gravity Companies's AHR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in American Healthcare REIT (AHR) in Q2 2025: 481 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

Financial Gravity Companies held 481 shares of American Healthcare REIT worth $17.7K as of Q2 2025.
American Healthcare REIT was a new Financial Gravity Companies position in Q2 2025.
American Healthcare REIT made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #473 holding.
416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.