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Prestige Wealth Management Group’s American Healthcare REIT AHR Stock Holding History

Prestige Wealth Management Group’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 		$34.5K Sell
658
-1,850
-74% -$90.9K 0.01% 302
2026
Q1 		$118K Hold
2,508
– – 0.02% 193
2025
Q4 		$119K Sell
2,508
-759
-23% -$35.2K 0.02% 193
2025
Q3 		$138K Hold
3,267
– – 0.03% 195
2025
Q2 		$121K Sell
3,267
-780
-19% -$25.9K 0.02% 198
2025
Q1 		$124K Hold
4,047
– – 0.03% 185
2024
Q4 		$116K Hold
4,047
– – 0.02% 190
2024
Q3 		$107K Buy
+4,047
New +$78.8K 0.02% 189

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prestige Wealth Management Group's AHR Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its American Healthcare REIT (AHR) stake by 74% in Q2 2026, selling an estimated $90.9K and leaving 658 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Prestige Wealth Management Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $138K in Q3 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Prestige Wealth Management Group held 658 shares of American Healthcare REIT worth $34.5K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,850 American Healthcare REIT shares in Q2 2026, an estimated $90.9K.
  • American Healthcare REIT made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #302 holding.
  • Prestige Wealth Management Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Prestige Wealth Management Group's American Healthcare REIT position peaked at $138K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.