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Richard W. Paul & Associates’s American Healthcare REIT AHR Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-859
Closed -$24.4K – 515
2024
Q4 		$24.4K Hold
859
– – 0.01% 240
2024
Q3 		$22.4K Buy
+859
New +$16.7K 0.01% 246

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

Richard W. Paul & Associates's AHR Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of American Healthcare REIT (AHR) in Q1 2025, closing a stake of 859 shares — an estimated $24.4K sold.

Richard W. Paul & Associates first reported a position in AHR in Q3 2024 and held it in 2 quarters. The position peaked at $24.4K in Q4 2024. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining American Healthcare REIT position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 859 American Healthcare REIT shares in Q1 2025, an estimated $24.4K.
  • Richard W. Paul & Associates first reported a position in American Healthcare REIT in Q3 2024 and held it in 2 quarters.
  • Richard W. Paul & Associates's American Healthcare REIT position peaked at $24.4K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.