Wealth Enhancement Advisory Services’s American Healthcare REIT AHR Stock Holding History

Wealth Enhancement Advisory Services’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	$1.86M	Buy	34,742 +1,589	+5%	+$78.1K	﹤0.01%	1616
2026 Q1	$1.59M	Sell	33,153 -14,380	-30%	-$713K	﹤0.01%	1516
2025 Q4	$2.24M	Buy	47,533 +174	+0.4%	+$8.07K	﹤0.01%	1453
2025 Q3	$1.94M	Buy	47,359 +18,059	+62%	+$726K	﹤0.01%	1457
2025 Q2	$1.09M	Buy	29,300 +393	+1%	+$13.1K	﹤0.01%	1703
2025 Q1	$876K	Sell	28,907 -39	-0.1%	-$1.12K	﹤0.01%	1668
2024 Q4	$823K	Sell	28,946 -22,615	-44%	-$608K	﹤0.01%	1656
2024 Q3	$1.35M	Buy	+51,561	New	+$1M	﹤0.01%	1250

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's AHR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its American Healthcare REIT (AHR) stake by 4.8% in Q2 2026, buying an estimated $78.1K and bringing the position to 34,742 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Wealth Enhancement Advisory Services first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q4 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Wealth Enhancement Advisory Services held 34,742 shares of American Healthcare REIT worth $1.86M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,589 American Healthcare REIT shares in Q2 2026, an estimated $78.1K.
American Healthcare REIT made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1616 holding.
Wealth Enhancement Advisory Services first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's American Healthcare REIT position peaked at $2.24M in Q4 2025.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.