Wellington Management Group
AHR icon

Wellington Management Group’s American Healthcare REIT AHR Stock Holding History

Wellington Management Group’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 		$391M Buy
8,283,787
+360,969
+5% +$17.9M 0.07% 239
2025
Q4 		$373M Sell
7,922,818
-735,792
-8% -$34.1M 0.07% 254
2025
Q3 		$364M Sell
8,658,610
-1,261,944
-13% -$50.7M 0.06% 260
2025
Q2 		$364M Buy
9,920,554
+960,445
+11% +$31.9M 0.07% 243
2025
Q1 		$271M Sell
8,960,109
-1,263,228
-12% -$36.4M 0.05% 276
2024
Q4 		$291M Sell
10,223,337
-3,222,415
-24% -$86.7M 0.05% 285
2024
Q3 		$351M Buy
13,445,752
+2,747,960
+26% +$53.5M 0.06% 267
2024
Q2 		$156M Buy
10,697,792
+1,018,857
+11% +$14.4M 0.03% 438
2024
Q1 		$143M Buy
+9,678,935
New +$133M 0.03% 468

Other funds holding AHR

BlackRock
BlackRock New York $5.7T 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
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 $653B AUM 32.41% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return