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Wealthcare Advisory Partners’s American Healthcare REIT AHR Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-7,208
Closed -$265K – 1063
2025
Q2 		$265K Sell
7,208
-6,510
-47% -$216K 0.01% 836
2025
Q1 		$416K Buy
13,718
+3,987
+41% +$115K 0.01% 633
2024
Q4 		$277K Sell
9,731
-7,966
-45% -$214K 0.01% 739
2024
Q3 		$462K Buy
+17,697
New +$345K 0.01% 587

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's AHR Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 7,208 shares — an estimated $265K sold.

Wealthcare Advisory Partners first reported a position in AHR in Q3 2024 and held it in 4 quarters. The position peaked at $462K in Q3 2024. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,208 American Healthcare REIT shares in Q3 2025, an estimated $265K.
  • Wealthcare Advisory Partners first reported a position in American Healthcare REIT in Q3 2024 and held it in 4 quarters.
  • Wealthcare Advisory Partners's American Healthcare REIT position peaked at $462K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.