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Proactive Wealth Strategies’s American Healthcare REIT AHR Stock Holding History

Proactive Wealth Strategies’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 		$551K Sell
10,570
-650
-6% -$31.9K 0.09% 144
2026
Q1 		$529K Buy
11,220
+5,635
+101% +$279K 0.1% 134
2025
Q4 		$263K Buy
+5,585
New +$259K 0.1% 128

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Proactive Wealth Strategies's AHR Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its American Healthcare REIT (AHR) stake by 5.8% in Q2 2026, selling an estimated $31.9K and leaving 10,570 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #144.

Proactive Wealth Strategies first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Proactive Wealth Strategies held 10,570 shares of American Healthcare REIT worth $551K as of Q2 2026.
  • Proactive Wealth Strategies sold 650 American Healthcare REIT shares in Q2 2026, an estimated $31.9K.
  • American Healthcare REIT made up 0.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #144 holding.
  • Proactive Wealth Strategies first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.