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Gladstone Institutional Advisory’s American Healthcare REIT AHR Stock Holding History

Gladstone Institutional Advisory’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
-8,975
Closed -$272K – 794
2025
Q1 		$272K Sell
8,975
-10,359
-54% -$299K 0.01% 607
2024
Q4 		$549K Buy
19,334
+28
+0.1% +$753 0.03% 452
2024
Q3 		$504K Buy
+19,306
New +$376K 0.02% 445

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

Gladstone Institutional Advisory's AHR Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 8,975 shares — an estimated $272K sold.

Gladstone Institutional Advisory first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $549K in Q4 2024. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,975 American Healthcare REIT shares in Q2 2025, an estimated $272K.
  • Gladstone Institutional Advisory first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
  • Gladstone Institutional Advisory's American Healthcare REIT position peaked at $549K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.