NewEdge Advisors’s American Healthcare REIT AHR Stock Holding History

NewEdge 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 Q1	$1.78M	Sell	37,810 -1,219	-3%	-$60.4K	0.01%	1170
2025 Q4	$1.84M	Sell	39,029 -4,006	-9%	-$186K	0.01%	1118
2025 Q3	$1.81M	Buy	43,035 +2,066	+5%	+$83K	0.01%	1071
2025 Q2	$1.51M	Buy	40,969 +17,460	+74%	+$580K	0.01%	1070
2025 Q1	$712K	Buy	23,509 +2,011	+9%	+$58K	﹤0.01%	1382
2024 Q4	$611K	Sell	21,498 -2,239	-9%	-$60.2K	﹤0.01%	1423
2024 Q3	$620K	Buy	23,737 +9,196	+63%	+$179K	﹤0.01%	1345
2024 Q2	$212K	Sell	14,541 -5,344	-27%	-$75.5K	﹤0.01%	1893
2024 Q1	$293K	Buy	+19,885	New	+$273K	﹤0.01%	1656

Other funds holding AHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return