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Wealthspire Advisors (New York)’s American Healthcare REIT AHR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-2,646
Closed -$111K – 2967
2025
Q3 		$111K Buy
+2,646
New +$106K ﹤0.01% 980

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s AHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 2,646 shares — an estimated $111K sold.

Wealthspire Advisors (New York) first reported a position in AHR in Q3 2025 and held it in 1 quarter. The position peaked at $111K in Q3 2025. 533 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,646 American Healthcare REIT shares in Q4 2025, an estimated $111K.
  • Wealthspire Advisors (New York) first reported a position in American Healthcare REIT in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s American Healthcare REIT position peaked at $111K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.