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WCG Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

WCG Wealth Advisors’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 		$1.54M Buy
29,594
+934
+3% +$45.9K 0.04% 338
2026
Q1 		$1.35M Buy
28,660
+4,077
+17% +$202K 0.04% 329
2025
Q4 		$1.16M Buy
24,583
+1,742
+8% +$80.8K 0.03% 339
2025
Q3 		$960K Buy
22,841
+5,220
+30% +$210K 0.06% 236
2025
Q2 		$647K Sell
17,621
-926
-5% -$30.8K 0.04% 266
2025
Q1 		$562K Buy
18,547
+2,376
+15% +$68.5K 0.04% 232
2024
Q4 		$460K Buy
+16,171
New +$435K 0.03% 266

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's AHR Position: Q2 2026 in Review

WCG Wealth Advisors increased its American Healthcare REIT (AHR) stake by 3.3% in Q2 2026, buying an estimated $45.9K and bringing the position to 29,594 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #338.

WCG Wealth Advisors first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • WCG Wealth Advisors held 29,594 shares of American Healthcare REIT worth $1.54M as of Q2 2026.
  • WCG Wealth Advisors bought 934 American Healthcare REIT shares in Q2 2026, an estimated $45.9K.
  • American Healthcare REIT made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • WCG Wealth Advisors first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.