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Kiely Wealth Advisory Group’s American Healthcare REIT AHR Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$57.9K Hold
2,032
– – 0.04% 112
2024
Q3 		$53K Hold
2,032
– – 0.03% 118
2024
Q2 		$33.7K Buy
+2,032
New +$28.7K 0.02% 122

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Kiely Wealth Advisory Group's AHR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its American Healthcare REIT (AHR) position steady in Q4 2024 at 2,032 shares worth $57.9K. The position accounts for 0.04% of the portfolio, ranked #112.

Kiely Wealth Advisory Group first reported a position in AHR in Q2 2024 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,032 shares of American Healthcare REIT worth $57.9K as of Q4 2024.
  • Kiely Wealth Advisory Group left its American Healthcare REIT share count unchanged in Q4 2024.
  • American Healthcare REIT made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #112 holding.
  • Kiely Wealth Advisory Group first reported a position in American Healthcare REIT in Q2 2024 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.