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Orion Portfolio Solutions’s American Healthcare REIT AHR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$452K Sell
14,929
-1,519
-9% -$43.8K ﹤0.01% 1464
2024
Q4 		$467K Sell
16,448
-2,678
-14% -$72K ﹤0.01% 1370
2024
Q3 		$499K Buy
+19,126
New +$373K 0.01% 1340

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

Orion Portfolio Solutions's AHR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Healthcare REIT (AHR) stake by 9.2% in Q1 2025, selling an estimated $43.8K and leaving 14,929 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Orion Portfolio Solutions first reported a position in AHR in Q3 2024 and has held it in 3 quarters since. The position peaked at $499K in Q3 2024. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Orion Portfolio Solutions held 14,929 shares of American Healthcare REIT worth $452K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,519 American Healthcare REIT shares in Q1 2025, an estimated $43.8K.
  • American Healthcare REIT made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1464 holding.
  • Orion Portfolio Solutions first reported a position in American Healthcare REIT in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's American Healthcare REIT position peaked at $499K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.