Wellington Management Group
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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
Q2 		$452M Buy
8,658,850
+375,063
+5% +$18.4M 0.08% 232
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group's AHR Position: Q2 2026 in Review

Wellington Management Group increased its American Healthcare REIT (AHR) stake by 4.5% in Q2 2026, buying an estimated $18.4M and bringing the position to 8,658,850 shares worth $452M. The position accounts for 0.08% of the portfolio, ranked #232.

Wellington Management Group first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Wellington Management Group held 8,658,850 shares of American Healthcare REIT worth $452M as of Q2 2026.
  • Wellington Management Group bought 375,063 American Healthcare REIT shares in Q2 2026, an estimated $18.4M.
  • American Healthcare REIT made up 0.08% of Wellington Management Group's portfolio in Q2 2026, its #232 holding.
  • Wellington Management Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.