VHAM
AHR icon

Van Hulzen Asset Management’s American Healthcare REIT AHR Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-810
Closed -$23K – 1150
2024
Q4 		$23K Buy
+810
New +$21.8K ﹤0.01% 658

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Van Hulzen Asset Management's AHR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of American Healthcare REIT (AHR) in Q1 2025, closing a stake of 810 shares — an estimated $23K sold.

Van Hulzen Asset Management first reported a position in AHR in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining American Healthcare REIT position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 810 American Healthcare REIT shares in Q1 2025, an estimated $23K.
  • Van Hulzen Asset Management first reported a position in American Healthcare REIT in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's American Healthcare REIT position peaked at $23K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.