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Modern Wealth Management’s American Healthcare REIT AHR Stock Holding History

Modern Wealth Management’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 		$3.5M Sell
67,175
-5,228
-7% -$257K 0.04% 303
2026
Q1 		$3.44M Sell
72,403
-4,265
-6% -$211K 0.06% 241
2025
Q4 		$3.61M Sell
76,668
-3,724
-5% -$173K 0.07% 222
2025
Q3 		$3.38M Sell
80,392
-5,723
-7% -$230K 0.07% 224
2025
Q2 		$3.16M Sell
86,115
-9,764
-10% -$324K 0.08% 215
2025
Q1 		$2.91M Sell
95,879
-1,739
-2% -$50.1K 0.09% 180
2024
Q4 		$2.77M Sell
97,618
-2,019
-2% -$54.3K 0.1% 158
2024
Q3 		$2.6M Buy
+99,637
New +$1.94M 0.16% 94

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

Modern Wealth Management's AHR Position: Q2 2026 in Review

Modern Wealth Management reduced its American Healthcare REIT (AHR) stake by 7.2% in Q2 2026, selling an estimated $257K and leaving 67,175 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #303.

Modern Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.61M in Q4 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Modern Wealth Management held 67,175 shares of American Healthcare REIT worth $3.5M as of Q2 2026.
  • Modern Wealth Management sold 5,228 American Healthcare REIT shares in Q2 2026, an estimated $257K.
  • American Healthcare REIT made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Modern Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's American Healthcare REIT position peaked at $3.61M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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