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Householder Group Estate & Retirement Specialist’s American Healthcare REIT AHR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$119K Sell
4,207
-2,263
-35% -$60.9K 0.09% 141
2024
Q3 		$168K Buy
+6,470
New +$126K 0.05% 276

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AHR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its American Healthcare REIT (AHR) stake by 35% in Q4 2024, selling an estimated $60.9K and leaving 4,207 shares worth $119K. The position accounts for 0.09% of the portfolio, ranked #141.

Householder Group Estate & Retirement Specialist first reported a position in AHR in Q3 2024 and has held it in 2 quarters since. The position peaked at $168K in Q3 2024. 391 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 4,207 shares of American Healthcare REIT worth $119K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 2,263 American Healthcare REIT shares in Q4 2024, an estimated $60.9K.
  • American Healthcare REIT made up 0.09% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #141 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in American Healthcare REIT in Q3 2024 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's American Healthcare REIT position peaked at $168K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.