MAWAG
AHR icon

Mid-American Wealth Advisory Group’s American Healthcare REIT AHR Stock Holding History

Mid-American Wealth Advisory Group’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
Q3 		– Sell
-289
Closed -$10.6K – 342
2025
Q2 		$10.6K Buy
+289
New +$9.6K 0.01% 167

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mid-American Wealth Advisory Group's AHR Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 289 shares — an estimated $10.6K sold.

Mid-American Wealth Advisory Group first reported a position in AHR in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 289 American Healthcare REIT shares in Q3 2025, an estimated $10.6K.
  • Mid-American Wealth Advisory Group first reported a position in American Healthcare REIT in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's American Healthcare REIT position peaked at $10.6K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.