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Medallion Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Medallion 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
2026
Q1 		$395K Sell
8,366
-1,068
-11% -$52.9K 0.13% 154
2025
Q4 		$444K Buy
9,434
+117
+1% +$5.43K 0.15% 135
2025
Q3 		$391K Buy
9,317
+7
+0.1% +$281 0.14% 151
2025
Q2 		$338K Sell
9,310
-779
-8% -$25.9K 0.13% 160
2025
Q1 		$309K Buy
10,089
+2,770
+38% +$79.9K 0.14% 149
2024
Q4 		$214K Buy
+7,319
New +$197K 0.11% 184

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Medallion Wealth Advisors's AHR Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its American Healthcare REIT (AHR) stake by 11% in Q1 2026, selling an estimated $52.9K and leaving 8,366 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #154.

Medallion Wealth Advisors first reported a position in AHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Medallion Wealth Advisors held 8,366 shares of American Healthcare REIT worth $395K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,068 American Healthcare REIT shares in Q1 2026, an estimated $52.9K.
  • American Healthcare REIT made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • Medallion Wealth Advisors first reported a position in American Healthcare REIT in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's American Healthcare REIT position peaked at $444K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.