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Nicolet Advisory Services’s American Healthcare REIT AHR Stock Holding History

Nicolet 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
2025
Q4 		$267K Sell
5,608
-340
-6% -$15.8K 0.02% 350
2025
Q3 		$244K Sell
5,948
-185
-3% -$7.43K 0.02% 352
2025
Q2 		$239K Sell
6,133
-1,110
-15% -$36.9K 0.02% 358
2025
Q1 		$210K Buy
+7,243
New +$209K 0.02% 353

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nicolet Advisory Services's AHR Position: Q4 2025 in Review

Nicolet Advisory Services reduced its American Healthcare REIT (AHR) stake by 5.7% in Q4 2025, selling an estimated $15.8K and leaving 5,608 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #350.

Nicolet Advisory Services first reported a position in AHR in Q1 2025 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Nicolet Advisory Services held 5,608 shares of American Healthcare REIT worth $267K as of Q4 2025.
  • Nicolet Advisory Services sold 340 American Healthcare REIT shares in Q4 2025, an estimated $15.8K.
  • American Healthcare REIT made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #350 holding.
  • Nicolet Advisory Services first reported a position in American Healthcare REIT in Q1 2025 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.