Selective Wealth Management’s American Healthcare REIT AHR Stock Holding History

Selective Wealth Management’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	$750K	Hold	13,128	–	–	0.2%	56
2026 Q1	$659K	Hold	13,128	–	–	0.2%	61
2025 Q4	$630K	Hold	13,128	–	–	0.2%	55
2025 Q3	$539K	Hold	13,128	–	–	0.17%	58
2025 Q2	$473K	Hold	13,128	–	–	0.17%	61
2025 Q1	$384K	Hold	13,128	–	–	0.17%	62
2024 Q4	$359K	Buy	+13,128	New	+$353K	0.15%	67

Other funds holding AHR

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Selective Wealth Management's AHR Position: Q2 2026 in Review

Selective Wealth Management held its American Healthcare REIT (AHR) position steady in Q2 2026 at 13,128 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #56.

Selective Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Selective Wealth Management held 13,128 shares of American Healthcare REIT worth $750K as of Q2 2026.
Selective Wealth Management left its American Healthcare REIT share count unchanged in Q2 2026.
American Healthcare REIT made up 0.2% of Selective Wealth Management's portfolio in Q2 2026, its #56 holding.
Selective Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.