Wellington Management Group’s American Healthcare REIT AHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364M | Buy |
9,920,554
+960,445
| +11% | +$35.3M | 0.07% | 243 |
|
|
2025
Q1 | $271M | Sell |
8,960,109
-1,263,228
| -12% | -$38.3M | 0.05% | 276 |
|
|
2024
Q4 | $291M | Sell |
10,223,337
-3,222,415
| -24% | -$91.6M | 0.05% | 285 |
|
|
2024
Q3 | $351M | Buy |
13,445,752
+2,747,960
| +26% | +$71.7M | 0.06% | 267 |
|
|
2024
Q2 | $156M | Buy |
10,697,792
+1,018,857
| +11% | +$14.9M | 0.03% | 438 |
|
|
2024
Q1 | $143M | Buy |
+9,678,935
| New | +$143M | 0.03% | 468 |
|