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Kelly Financial Group’s American Healthcare REIT AHR Stock Holding History

Kelly Financial Group’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
Q4 		– Sell
-13,975
Closed -$57.3K – 98
2025
Q3 		$57.3K Sell
13,975
-398
-3% -$16K 0.02% 96
2025
Q2 		$66.1K Buy
+14,373
New +$478K 0.02% 84

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kelly Financial Group's AHR Position: Q4 2025 in Review

Kelly Financial Group sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 13,975 shares — an estimated $57.3K sold.

Kelly Financial Group first reported a position in AHR in Q2 2025 and held it in 2 quarters. The position peaked at $66.1K in Q2 2025. 533 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Kelly Financial Group reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Kelly Financial Group sold 13,975 American Healthcare REIT shares in Q4 2025, an estimated $57.3K.
  • Kelly Financial Group first reported a position in American Healthcare REIT in Q2 2025 and held it in 2 quarters.
  • Kelly Financial Group's American Healthcare REIT position peaked at $66.1K in Q2 2025.
  • 533 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Kelly Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.