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

Spire 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 		$942K Sell
18,067
-2
-0% -$98 0.03% 403
2026
Q1 		$852K Buy
18,069
+1,942
+12% +$96.3K 0.03% 411
2025
Q4 		$759K Buy
16,127
+279
+2% +$12.9K 0.03% 450
2025
Q3 		$666K Buy
15,848
+200
+1% +$8.04K 0.02% 461
2025
Q2 		$575K Buy
15,648
+3,893
+33% +$129K 0.02% 477
2025
Q1 		$356K Sell
11,755
-2,989
-20% -$86.2K 0.01% 672
2024
Q4 		$419K Buy
+14,744
New +$397K 0.01% 602

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Spire Wealth Management reduced its American Healthcare REIT (AHR) stake by 0.01% in Q2 2026, selling an estimated $98 and leaving 18,067 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #403.

Spire Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Spire Wealth Management held 18,067 shares of American Healthcare REIT worth $942K as of Q2 2026.
  • Spire Wealth Management sold 2 American Healthcare REIT shares in Q2 2026, an estimated $98.
  • American Healthcare REIT made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Spire Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.