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Wilmington Savings Fund Society’s American Healthcare REIT AHR Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-628
Closed -$23.1K – 2094
2025
Q2 		$23.1K Sell
628
-26
-4% -$864 ﹤0.01% 1429
2025
Q1 		$19.8K Sell
654
-250
-28% -$7.21K ﹤0.01% 1465
2024
Q4 		$25.7K Sell
904
-156
-15% -$4.2K ﹤0.01% 1440
2024
Q3 		$27.7K Buy
+1,060
New +$20.7K ﹤0.01% 1386

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Savings Fund Society's AHR Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 628 shares — an estimated $23.1K sold.

Wilmington Savings Fund Society first reported a position in AHR in Q3 2024 and held it in 4 quarters. The position peaked at $27.7K in Q3 2024. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 628 American Healthcare REIT shares in Q3 2025, an estimated $23.1K.
  • Wilmington Savings Fund Society first reported a position in American Healthcare REIT in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's American Healthcare REIT position peaked at $27.7K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.