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Marshall & Sterling Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q2 		– Sell
-701
Closed -$21.2K – 688
2025
Q1 		$21.2K Buy
701
+6
+0.9% +$173 0.01% 244
2024
Q4 		$19.7K Buy
+695
New +$18.7K 0.01% 192

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AHR Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 701 shares — an estimated $21.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in AHR in Q4 2024 and held it in 2 quarters. The position peaked at $21.2K in Q1 2025. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 701 American Healthcare REIT shares in Q2 2025, an estimated $21.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in American Healthcare REIT in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's American Healthcare REIT position peaked at $21.2K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.