MPWT
AHR icon

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

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