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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WCG Wealth Advisors's AHR Position: Q1 2026 in Review

WCG Wealth Advisors increased its American Healthcare REIT (AHR) stake by 17% in Q1 2026, buying an estimated $202K and bringing the position to 28,660 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #329.

WCG Wealth Advisors first reported a position in AHR in Q4 2024 and has held it in 6 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • WCG Wealth Advisors held 28,660 shares of American Healthcare REIT worth $1.35M as of Q1 2026.
  • WCG Wealth Advisors bought 4,077 American Healthcare REIT shares in Q1 2026, an estimated $202K.
  • American Healthcare REIT made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #329 holding.
  • WCG Wealth Advisors first reported a position in American Healthcare REIT in Q4 2024 and has held it in 6 quarters since.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.