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World Equity Group’s American Healthcare REIT AHR Stock Holding History

World Equity 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 		– Sell
-12,118
Closed -$571K – 428
2026
Q1 		$571K Buy
12,118
+2,060
+20% +$102K 0.15% 175
2025
Q4 		$473K Sell
10,058
-121
-1% -$5.61K 0.13% 175
2025
Q3 		$428K Buy
10,179
+538
+6% +$21.6K 0.1% 206
2025
Q2 		$354K Buy
+9,641
New +$320K 0.1% 216

Other funds holding AHR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

World Equity Group's AHR Position: Q2 2026 in Review

World Equity Group sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 12,118 shares — an estimated $571K sold.

World Equity Group first reported a position in AHR in Q2 2025 and held it in 4 quarters. The position peaked at $571K in Q1 2026. 81 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • World Equity Group reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 12,118 American Healthcare REIT shares in Q2 2026, an estimated $571K.
  • World Equity Group first reported a position in American Healthcare REIT in Q2 2025 and held it in 4 quarters.
  • World Equity Group's American Healthcare REIT position peaked at $571K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.