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Mount Yale Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-122
Closed -$4.48K – 1644
2025
Q2 		$4.48K Buy
+122
New +$4.05K ﹤0.01% 1246

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's AHR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 122 shares — an estimated $4.48K sold.

Mount Yale Investment Advisors first reported a position in AHR in Q2 2025 and held it in 1 quarter. The position peaked at $4.48K in Q2 2025. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 122 American Healthcare REIT shares in Q3 2025, an estimated $4.48K.
  • Mount Yale Investment Advisors first reported a position in American Healthcare REIT in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's American Healthcare REIT position peaked at $4.48K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.