Golden State Equity Partners’s American Healthcare REIT AHR Stock Holding History

Golden State Equity 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
2025 Q2	–	Sell	-13,082	Closed	-$396K	–	481
2025 Q1	$396K	Sell	13,082 -1,063	-8%	-$30.6K	0.08%	287
2024 Q4	$402K	Sell	14,145 -1,402	-9%	-$37.7K	0.08%	278
2024 Q3	$406K	Buy	+15,547	New	+$303K	0.06%	284

Other funds holding AHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Golden State Equity Partners's AHR Position: Q2 2025 in Review

Golden State Equity Partners sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 13,082 shares — an estimated $396K sold.

Golden State Equity Partners first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $406K in Q3 2024. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

Golden State Equity Partners reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 13,082 American Healthcare REIT shares in Q2 2025, an estimated $396K.
Golden State Equity Partners first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
Golden State Equity Partners's American Healthcare REIT position peaked at $406K in Q3 2024.
416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.