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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
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

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

Legacy Wealth Asset Management's AHR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its American Healthcare REIT (AHR) stake by 1.9% in Q2 2026, selling an estimated $27.1K and leaving 27,811 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #80.

Legacy Wealth Asset Management first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Legacy Wealth Asset Management held 27,811 shares of American Healthcare REIT worth $1.45M as of Q2 2026.
  • Legacy Wealth Asset Management sold 551 American Healthcare REIT shares in Q2 2026, an estimated $27.1K.
  • American Healthcare REIT made up 0.32% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #80 holding.
  • Legacy Wealth Asset Management first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.