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Gen-Wealth Partners’s American Healthcare REIT AHR Stock Holding History

Gen-Wealth Partners’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
Q1 		– Sell
-585
Closed -$27.5K – 749
2025
Q4 		$27.5K Hold
585
– – 0.01% 445
2025
Q3 		$24.6K Hold
585
– – 0.01% 447
2025
Q2 		$21.5K Sell
585
-1,483
-72% -$49.3K 0.01% 411
2025
Q1 		$62.7K Sell
2,068
-1,676
-45% -$48.3K 0.03% 320
2024
Q4 		$106K Sell
3,744
-2,873
-43% -$77.3K 0.05% 278
2024
Q3 		$179K Buy
+6,617
New +$129K 0.08% 224

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Gen-Wealth Partners's AHR Position: Q1 2026 in Review

Gen-Wealth Partners sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 585 shares — an estimated $27.5K sold.

Gen-Wealth Partners first reported a position in AHR in Q3 2024 and held it in 6 quarters. The position peaked at $179K in Q3 2024. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Gen-Wealth Partners reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 585 American Healthcare REIT shares in Q1 2026, an estimated $27.5K.
  • Gen-Wealth Partners first reported a position in American Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's American Healthcare REIT position peaked at $179K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.