MSG
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Main Street Group’s American Healthcare REIT AHR Stock Holding History

Main Street 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
2026
Q2 		$134K Hold
2,568
– – 0.03% 145
2026
Q1 		$121K Buy
+2,568
New +$127K 0.04% 147
2025
Q4 		– Sell
-1,029
Closed -$43.2K – 645
2025
Q3 		$43.2K Hold
1,029
– – 0.01% 272
2025
Q2 		$37.8K Sell
1,029
-1,508
-59% -$50.1K 0.01% 284
2025
Q1 		$76.9K Buy
2,537
+1,624
+178% +$46.8K 0.03% 183
2024
Q4 		$25.9K Sell
913
-450
-33% -$12.1K 0.01% 352
2024
Q3 		$35.6K Buy
+1,363
New +$26.6K 0.01% 307

Other funds holding AHR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return