MassMutual Private Wealth & Trust’s American Healthcare REIT AHR Stock Holding History

MassMutual Private Wealth & Trust’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	$7.25K	Sell	139 -25	-15%	-$1.23K	﹤0.01%	1534
2026 Q1	$7.73K	Sell	164 -10	-6%	-$496	﹤0.01%	1476
2025 Q4	$8.19K	Buy	174 +2	+1%	+$93	﹤0.01%	1476
2025 Q3	$7.23K	Sell	172 -831	-83%	-$33.4K	﹤0.01%	1530
2025 Q2	$36.9K	Buy	1,003 +35	+4%	+$1.16K	﹤0.01%	884
2025 Q1	$29.3K	Buy	968 +633	+189%	+$18.3K	﹤0.01%	887
2024 Q4	$9.52K	Buy	335 +315	+1,575%	+$8.47K	﹤0.01%	1276
2024 Q3	$522	Buy	+20	New	+$390	﹤0.01%	1968

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MassMutual Private Wealth & Trust's AHR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its American Healthcare REIT (AHR) stake by 15% in Q2 2026, selling an estimated $1.23K and leaving 139 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

MassMutual Private Wealth & Trust first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.9K in Q2 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

MassMutual Private Wealth & Trust held 139 shares of American Healthcare REIT worth $7.25K as of Q2 2026.
MassMutual Private Wealth & Trust sold 25 American Healthcare REIT shares in Q2 2026, an estimated $1.23K.
American Healthcare REIT made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1534 holding.
MassMutual Private Wealth & Trust first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's American Healthcare REIT position peaked at $36.9K in Q2 2025.
573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.