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Mark Sheptoff Financial Planning’s American Healthcare REIT AHR Stock Holding History

Mark Sheptoff Financial Planning’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
-225
Closed -$9.45K – 529
2025
Q3 		$9.45K Buy
+225
New +$9.04K ﹤0.01% 349

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's AHR Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 225 shares — an estimated $9.45K sold.

Mark Sheptoff Financial Planning first reported a position in AHR in Q3 2025 and held it in 1 quarter. The position peaked at $9.45K in Q3 2025. 534 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 225 American Healthcare REIT shares in Q4 2025, an estimated $9.45K.
  • Mark Sheptoff Financial Planning first reported a position in American Healthcare REIT in Q3 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's American Healthcare REIT position peaked at $9.45K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.