SWS
AHR icon

SYSTM Wealth Solutions’s American Healthcare REIT AHR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-987
Closed -$14.6K – 652
2024
Q2 		$14.6K Hold
987
– – ﹤0.01% 416
2024
Q1 		$14.8K Buy
+987
New +$13.6K ﹤0.01% 737

Other funds holding AHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SYSTM Wealth Solutions's AHR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of American Healthcare REIT (AHR) in Q3 2024, closing a stake of 987 shares — an estimated $14.6K sold.

SYSTM Wealth Solutions first reported a position in AHR in Q1 2024 and held it in 2 quarters. The position peaked at $14.8K in Q1 2024. 368 funds tracked by Wall St. Rank hold AHR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining American Healthcare REIT position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 987 American Healthcare REIT shares in Q3 2024, an estimated $14.6K.
  • SYSTM Wealth Solutions first reported a position in American Healthcare REIT in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's American Healthcare REIT position peaked at $14.8K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.