Empower Advisory Group, LLC AHR β€” AMERICAN HEALTHCARE REIT INC

Ownership history in Empower Advisory Group, LLC  Β·  5 quarters on record

AI Ownership Summary

Empower Advisory Group, LLC reported AMERICAN HEALTHCARE REIT INC (AHR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows AHR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empower Advisory Group, LLC's position in AMERICAN HEALTHCARE REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AHR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Empower Advisory Group, LLC held AHR β€” position size vs. price
% of Fund (quarterly)    AHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 29.4% +15.0% ❌ 14,913 -6,215 -29.4% 0.00% $626K 2025-11-14 $47.81
2025 Q2 REDUCED 14.6% +13.7% ❌ 21,128 -3,605 -14.6% 0.00% $776K 2025-08-08 $39.84
2025 Q1 UNCHANGED β€” β€” β€” 24,733 β€” 0% 0.00% $749K 2025-05-09 $34.12
2024 Q4 REDUCED β€” β€” β€” 24,733 -1,297 -5.0% 0.00% $703K 2025-01-31 $27.40
2024 Q3 INITIATED β€” β€” β€” 26,030 β€” β€” 0.00% $679K 2024-11-05 $24.78

FAQ About Empower Advisory Group, LLC and AHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empower Advisory Group, LLC reported owning AHR?

Empower Advisory Group, LLC reported AHR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported AHR position in Empower Advisory Group, LLC's portfolio?

The largest reported portfolio weight for AHR was 0.00% in 2025 Q1.

What is the latest reported AHR position on this page?

The most recent filing on this page is 2025 Q3, when Empower Advisory Group, LLC reported 14,913 shares, equal to 0.00% of portfolio, with an estimated market value of $626K.

What does the chart on this AHR ownership page compare?

The chart compares Empower Advisory Group, LLC's quarterly AHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Empower Advisory Group, LLC time their AHR position?

Based on 13F filing dates vs. subsequent AHR price moves, Empower Advisory Group, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AHR relative to SPY over the holding period was +54.1%.

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