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Legacy Wealth Asset Management’s American Healthcare REIT AHR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.4M Sell
27,277
-534
-2% -$29.2K 0.31% 88
2026
Q2 		$1.45M Sell
27,811
-551
-2% -$27.1K 0.32% 80
2026
Q1 		$1.34M Buy
28,362
+8,859
+45% +$439K 0.33% 82
2025
Q4 		$918K Buy
+19,503
New +$904K 0.23% 129

Other funds holding AHR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's AHR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its American Healthcare REIT (AHR) stake by 1.9% in Q3 2026, selling an estimated $29.2K and leaving 27,277 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #88.

Legacy Wealth Asset Management first reported a position in AHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q2 2026. 16 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Legacy Wealth Asset Management held 27,277 shares of American Healthcare REIT worth $1.4M as of Q3 2026.
  • Legacy Wealth Asset Management sold 534 American Healthcare REIT shares in Q3 2026, an estimated $29.2K.
  • American Healthcare REIT made up 0.31% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #88 holding.
  • Legacy Wealth Asset Management first reported a position in American Healthcare REIT in Q4 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's American Healthcare REIT position peaked at $1.45M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.