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GeoWealth Management’s American Healthcare REIT AHR Stock Holding History

GeoWealth 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
Q3 		– Sell
-13
Closed -$478 – 1260
2025
Q2 		$478 Buy
+13
New +$432 ﹤0.01% 1180
2025
Q1 		– Sell
-17
Closed -$483 – 1814
2024
Q4 		$483 Sell
17
-23
-58% -$619 ﹤0.01% 1731
2024
Q3 		$1.04K Buy
+40
New +$779 ﹤0.01% 1592

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's AHR Position: Q3 2025 in Review

GeoWealth Management sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 13 shares — an estimated $478 sold.

GeoWealth Management first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $1.04K in Q3 2024. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • GeoWealth Management reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 13 American Healthcare REIT shares in Q3 2025, an estimated $478.
  • GeoWealth Management first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's American Healthcare REIT position peaked at $1.04K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.