Northwestern Mutual Wealth Management’s American Healthcare REIT AHR Stock Holding History

Northwestern Mutual 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	$136K	Sell	2,599 -9	-0.3%	-$442	﹤0.01%	2145
2026 Q1	$123K	Buy	2,608 +6	+0.2%	+$297	﹤0.01%	2099
2025 Q4	$122K	Sell	2,602 -1,779	-41%	-$82.5K	﹤0.01%	2056
2025 Q3	$184K	Sell	4,381 -28	-0.6%	-$1.13K	﹤0.01%	1840
2025 Q2	$162K	Sell	4,409 -6,190	-58%	-$206K	﹤0.01%	1825
2025 Q1	$321K	Buy	10,599 +987	+10%	+$28.5K	﹤0.01%	1481
2024 Q4	$273K	Sell	9,612 -8,319	-46%	-$224K	﹤0.01%	1525
2024 Q3	$468K	Buy	+17,931	New	+$349K	﹤0.01%	1328

Other funds holding AHR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's AHR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its American Healthcare REIT (AHR) stake by 0.35% in Q2 2026, selling an estimated $442 and leaving 2,599 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Northwestern Mutual Wealth Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q3 2024. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Northwestern Mutual Wealth Management held 2,599 shares of American Healthcare REIT worth $136K as of Q2 2026.
Northwestern Mutual Wealth Management sold 9 American Healthcare REIT shares in Q2 2026, an estimated $442.
American Healthcare REIT made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2145 holding.
Northwestern Mutual Wealth Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's American Healthcare REIT position peaked at $468K in Q3 2024.
569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.