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NWAM LLC’s American Healthcare REIT AHR Stock Holding History

NWAM LLC’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
Q2 		– Sell
-8,011
Closed -$243K – 637
2025
Q1 		$243K Buy
8,011
+5
+0.1% +$144 0.02% 452
2024
Q4 		$228K Sell
8,006
-862
-10% -$23.2K 0.01% 545
2024
Q3 		$231K Buy
+8,868
New +$173K 0.01% 557

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NWAM LLC's AHR Position: Q2 2025 in Review

NWAM LLC sold out of American Healthcare REIT (AHR) in Q2 2025, closing a stake of 8,011 shares — an estimated $243K sold.

NWAM LLC first reported a position in AHR in Q3 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2025. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • NWAM LLC reported no remaining American Healthcare REIT position as of Q2 2025 after selling out during the quarter.
  • NWAM LLC sold 8,011 American Healthcare REIT shares in Q2 2025, an estimated $243K.
  • NWAM LLC first reported a position in American Healthcare REIT in Q3 2024 and held it in 3 quarters.
  • NWAM LLC's American Healthcare REIT position peaked at $243K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.