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Integrated Wealth Concepts’s American Healthcare REIT AHR Stock Holding History

Integrated Wealth Concepts’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 		$442K Buy
8,481
+3,720
+78% +$183K ﹤0.01% 1731
2026
Q1 		$225K Buy
+4,761
New +$236K ﹤0.01% 2038
2025
Q4 		– Sell
-15,740
Closed -$661K – 2063
2025
Q3 		$661K Buy
15,740
+1,066
+7% +$42.8K 0.01% 1199
2025
Q2 		$539K Buy
14,674
+8,019
+120% +$266K 0.01% 1231
2025
Q1 		$202K Sell
6,655
-4,766
-42% -$137K ﹤0.01% 1622
2024
Q4 		$325K Buy
11,421
+2,386
+26% +$64.2K ﹤0.01% 1325
2024
Q3 		$236K Buy
+9,035
New +$176K ﹤0.01% 1486

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

Integrated Wealth Concepts's AHR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its American Healthcare REIT (AHR) stake by 78% in Q2 2026, buying an estimated $183K and bringing the position to 8,481 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Integrated Wealth Concepts first reported a position in AHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $661K in Q3 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Integrated Wealth Concepts held 8,481 shares of American Healthcare REIT worth $442K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,720 American Healthcare REIT shares in Q2 2026, an estimated $183K.
  • American Healthcare REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1731 holding.
  • Integrated Wealth Concepts first reported a position in American Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's American Healthcare REIT position peaked at $661K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.