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GWN Securities’s American Healthcare REIT AHR Stock Holding History

GWN Securities’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
-18,730
Closed -$638K – 741
2025
Q1 		$638K Buy
+18,730
New +$540K 0.04% 402

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

GWN Securities's AHR Position: Q2 2025 in Review

GWN Securities sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 18,730 shares — an estimated $638K sold.

GWN Securities first reported a position in AHR in Q1 2025 and held it in 1 quarter. The position peaked at $638K in Q1 2025. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • GWN Securities reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 18,730 American Healthcare REIT shares in Q2 2025, an estimated $638K.
  • GWN Securities first reported a position in American Healthcare REIT in Q1 2025 and held it in 1 quarter.
  • GWN Securities's American Healthcare REIT position peaked at $638K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.