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SageView Advisory Group’s American Healthcare REIT AHR Stock Holding History

SageView Advisory 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
Q1 		– Sell
-9,159
Closed -$431K – 2499
2025
Q4 		$431K Sell
9,159
-185
-2% -$8.58K 0.01% 392
2025
Q3 		$393K Hold
9,344
– – 0.01% 434
2025
Q2 		$346K Sell
9,344
-3,207
-26% -$107K 0.01% 455
2025
Q1 		$380K Sell
12,551
-2,043
-14% -$58.9K 0.02% 403
2024
Q4 		$415K Buy
14,594
+5,908
+68% +$159K 0.02% 376
2024
Q3 		$227K Buy
+8,686
New +$169K 0.01% 469

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SageView Advisory Group's AHR Position: Q1 2026 in Review

SageView Advisory Group sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 9,159 shares — an estimated $431K sold.

SageView Advisory Group first reported a position in AHR in Q3 2024 and held it in 6 quarters. The position peaked at $431K in Q4 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • SageView Advisory Group reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 9,159 American Healthcare REIT shares in Q1 2026, an estimated $431K.
  • SageView Advisory Group first reported a position in American Healthcare REIT in Q3 2024 and held it in 6 quarters.
  • SageView Advisory Group's American Healthcare REIT position peaked at $431K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.