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 Q3	$676K	Sell	12,756 -372	-3%	-$20.4K	0.16%	64
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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Selective Wealth Management's AHR Position: Q3 2026 in Review

Selective Wealth Management reduced its American Healthcare REIT (AHR) stake by 2.8% in Q3 2026, selling an estimated $20.4K and leaving 12,756 shares worth $676K. The position accounts for 0.16% of the portfolio, ranked #64.

Selective Wealth Management first reported a position in AHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $750K in Q2 2026. 156 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Selective Wealth Management held 12,756 shares of American Healthcare REIT worth $676K as of Q3 2026.
Selective Wealth Management sold 372 American Healthcare REIT shares in Q3 2026, an estimated $20.4K.
American Healthcare REIT made up 0.16% of Selective Wealth Management's portfolio in Q3 2026, its #64 holding.
Selective Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 8 quarters since.
Selective Wealth Management's American Healthcare REIT position peaked at $750K in Q2 2026.
156 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.