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Golden State Wealth Management’s American Healthcare REIT AHR Stock Holding History

Golden State Wealth 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
2026
Q2 		$478K Buy
9,159
+14
+0.2% +$688 0.04% 288
2026
Q1 		$431K Sell
9,145
-670
-7% -$33.2K 0.05% 276
2025
Q4 		$462K Buy
9,815
+12
+0.1% +$556 0.05% 266
2025
Q3 		$412K Sell
9,803
-543
-5% -$21.8K 0.05% 273
2025
Q2 		$380K Buy
10,346
+18
+0.2% +$598 0.05% 280
2025
Q1 		$313K Sell
10,328
-2,090
-17% -$60.3K 0.05% 284
2024
Q4 		$353K Buy
+12,418
New +$334K 0.05% 251

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's AHR Position: Q2 2026 in Review

Golden State Wealth Management increased its American Healthcare REIT (AHR) stake by 0.15% in Q2 2026, buying an estimated $688 and bringing the position to 9,159 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #288.

Golden State Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Golden State Wealth Management held 9,159 shares of American Healthcare REIT worth $478K as of Q2 2026.
  • Golden State Wealth Management bought 14 American Healthcare REIT shares in Q2 2026, an estimated $688.
  • American Healthcare REIT made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Golden State Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.