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Savvy Advisors Inc’s American Healthcare REIT AHR Stock Holding History

Savvy Advisors Inc’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
-5,288
Closed -$249K – 1216
2025
Q4 		$249K Buy
5,288
+12
+0.2% +$556 0.01% 858
2025
Q3 		$222K Buy
+5,276
New +$212K 0.01% 749

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Savvy Advisors Inc's AHR Position: Q1 2026 in Review

Savvy Advisors Inc sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 5,288 shares — an estimated $249K sold.

Savvy Advisors Inc first reported a position in AHR in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Savvy Advisors Inc reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,288 American Healthcare REIT shares in Q1 2026, an estimated $249K.
  • Savvy Advisors Inc first reported a position in American Healthcare REIT in Q3 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's American Healthcare REIT position peaked at $249K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.