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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
Q2 		$346K Sell
6,629
-1,737
-21% -$85.3K 0.11% 174
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Medallion Wealth Advisors's AHR Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its American Healthcare REIT (AHR) stake by 21% in Q2 2026, selling an estimated $85.3K and leaving 6,629 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #174.

Medallion Wealth Advisors first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Medallion Wealth Advisors held 6,629 shares of American Healthcare REIT worth $346K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,737 American Healthcare REIT shares in Q2 2026, an estimated $85.3K.
  • American Healthcare REIT made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Medallion Wealth Advisors first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's American Healthcare REIT position peaked at $444K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.