WIA
AHR icon

World Investment Advisors’s American Healthcare REIT AHR Stock Holding History

World Investment Advisors’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 		$236K Sell
5,004
-2,819
-36% -$139K ﹤0.01% 1380
2026
Q1 		$369K Sell
7,823
-460
-6% -$22.8K 0.01% 1146
2025
Q4 		$390K Buy
8,283
+3,409
+70% +$158K 0.01% 1059
2025
Q3 		$205K Sell
4,874
-26,460
-84% -$1.06M ﹤0.01% 1162
2025
Q2 		$1.15M Sell
31,334
-2,384
-7% -$79.2K 0.03% 495
2025
Q1 		$1.02M Buy
33,718
+1
+0% +$29 0.03% 502
2024
Q4 		$958K Sell
33,717
-2,521
-7% -$67.8K 0.03% 482
2024
Q3 		$946K Buy
+36,238
New +$706K 0.03% 443

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
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

World Investment Advisors's AHR Position: Q2 2026 in Review

World Investment Advisors reduced its American Healthcare REIT (AHR) stake by 36% in Q2 2026, selling an estimated $139K and leaving 5,004 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

World Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • World Investment Advisors held 5,004 shares of American Healthcare REIT worth $236K as of Q2 2026.
  • World Investment Advisors sold 2,819 American Healthcare REIT shares in Q2 2026, an estimated $139K.
  • American Healthcare REIT made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1380 holding.
  • World Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's American Healthcare REIT position peaked at $1.15M in Q2 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.