WWM
AHR icon

Western Wealth Management’s American Healthcare REIT AHR Stock Holding History

Western Wealth Management’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 		$319K Sell
6,108
-5,732
-48% -$282K 0.01% 818
2026
Q1 		$558K Buy
11,840
+5,769
+95% +$286K 0.02% 612
2025
Q4 		$286K Buy
6,071
+900
+17% +$41.7K 0.01% 678
2025
Q3 		$217K Buy
+5,171
New +$208K 0.01% 707

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Western Wealth Management's AHR Position: Q2 2026 in Review

Western Wealth Management reduced its American Healthcare REIT (AHR) stake by 48% in Q2 2026, selling an estimated $282K and leaving 6,108 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #818.

Western Wealth Management first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $558K in Q1 2026. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Western Wealth Management held 6,108 shares of American Healthcare REIT worth $319K as of Q2 2026.
  • Western Wealth Management sold 5,732 American Healthcare REIT shares in Q2 2026, an estimated $282K.
  • American Healthcare REIT made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #818 holding.
  • Western Wealth Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • Western Wealth Management's American Healthcare REIT position peaked at $558K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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