N.E.W. Advisory Services’s American Healthcare REIT AHR Stock Holding History

N.E.W. Advisory Services’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	$930K	Buy	17,842 +1,074	+6%	+$52.8K	0.06%	108
2026 Q1	$791K	Buy	16,768 +538	+3%	+$26.7K	0.06%	112
2025 Q4	$764K	Sell	16,230 -3,438	-17%	-$159K	0.06%	110
2025 Q3	$826K	Sell	19,668 -854	-4%	-$34.3K	0.07%	89
2025 Q2	$754K	Sell	20,522 -7,317	-26%	-$243K	0.07%	91
2025 Q1	$844K	Sell	27,839 -13,704	-33%	-$395K	0.06%	94
2024 Q4	$1.18M	Sell	41,543 -4,177	-9%	-$112K	0.11%	73
2024 Q3	$1.19M	Buy	+45,720	New	+$891K	0.12%	67

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

N.E.W. Advisory Services's AHR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its American Healthcare REIT (AHR) stake by 6.4% in Q2 2026, buying an estimated $52.8K and bringing the position to 17,842 shares worth $930K. The position accounts for 0.06% of the portfolio, ranked #108.

N.E.W. Advisory Services first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2024. 297 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

N.E.W. Advisory Services held 17,842 shares of American Healthcare REIT worth $930K as of Q2 2026.
N.E.W. Advisory Services bought 1,074 American Healthcare REIT shares in Q2 2026, an estimated $52.8K.
American Healthcare REIT made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #108 holding.
N.E.W. Advisory Services first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
N.E.W. Advisory Services's American Healthcare REIT position peaked at $1.19M in Q3 2024.
297 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.