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American Healthcare Reit shares owned by AE Wealth Management

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in American Healthcare Reit

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All positions including American Healthcare Reit held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $782k 17k 47.06
2025-09-30 $695k 17k 42.01
2025-06-30 $706k 19k 36.74
2025-03-31 $647k 21k 30.30
2024-12-31 $566k 20k 28.42
2024-09-30 $882k 34k 26.10

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View all positions for AE Wealth Management

Top funds holding American Healthcare Reit

Vanguard Group
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Principal Financial Group
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Invesco
Geode Capital Management
Alliancebernstein
Prudential Financial
FMR
Centersquare Investment Management
American Century Companies
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding American Healthcare Reit