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Journey Strategic Wealth’s American Healthcare REIT AHR Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-21,717
Closed -$1.02M – 890
2025
Q4 		$1.02M Sell
21,717
-15,103
-41% -$700K 0.03% 173
2025
Q3 		$1.55M Sell
36,820
-488
-1% -$19.6K 0.04% 117
2025
Q2 		$1.37M Sell
37,308
-2,280
-6% -$75.8K 0.04% 124
2025
Q1 		$1.2M Sell
39,588
-3,302
-8% -$95.2K 0.04% 115
2024
Q4 		$1.22M Sell
42,890
-953
-2% -$25.6K 0.05% 103
2024
Q3 		$1.14M Buy
+43,843
New +$854K 0.04% 115

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Journey Strategic Wealth's AHR Position: Q1 2026 in Review

Journey Strategic Wealth sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 21,717 shares — an estimated $1.02M sold.

Journey Strategic Wealth first reported a position in AHR in Q3 2024 and held it in 6 quarters. The position peaked at $1.55M in Q3 2025. 520 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Journey Strategic Wealth reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 21,717 American Healthcare REIT shares in Q1 2026, an estimated $1.02M.
  • Journey Strategic Wealth first reported a position in American Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • Journey Strategic Wealth's American Healthcare REIT position peaked at $1.55M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.