West Wealth Group, LLC AHR — AMERICAN HEALTHCARE REIT INC

Ownership history in West Wealth Group, LLC  ·  9 quarters on record

AI Ownership Summary

West Wealth Group, LLC reported AMERICAN HEALTHCARE REIT INC (AHR) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows AHR at 0.08% 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 West Wealth 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
2026 Q3

AHR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

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 2026 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.

AHR stock page West Wealth Group, LLC fund profile West Wealth Group, LLC full holdings
How West Wealth Group, LLC held AHR — position size vs. price
% of Fund (quarterly)    AHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,136 +1,722 +20.5% 0.08% $520K 2026-10-14 $52.42
2026 Q2 ADDED — — — 8,414 +40 +0.5% 0.07% $439K 2026-08-06 $54.45
2026 Q1 ADDED — — — 8,374 +42 +0.5% 0.08% $395K 2026-05-12 $50.98
2025 Q4 ADDED — — — 8,332 +47 +0.6% 0.08% $392K 2026-01-26 $45.54
2025 Q3 UNCHANGED — — — 8,285 — 0% 0.08% $354K 2025-10-27 $43.50
2025 Q2 ADDED — — — 8,285 +117 +1.4% 0.08% $329K 2025-08-13 $39.60
2025 Q1 ADDED — — — 8,168 +68 +0.8% 0.07% $251K 2025-05-05 $31.35
2024 Q4 REDUCED 21.5% +7.5% ❌ 8,100 -2,212 -21.5% 0.07% $230K 2025-01-22 $27.10
2024 Q3 INITIATED — — — 10,312 — — 0.09% $269K 2024-10-23 $24.43

🏢 Other funds also holding AHR

As of 2026 Q3 — sorted by position size

Harbour Capital Advisors, LLC 3Y 7Y 0.67% Legacy Wealth Asset Management, LLC 3Y 0.31% Cambridge Financial Group, LLC 0.2% Castleview Partners, LLC 3Y 7Y 0.19% Accel Wealth Management 3Y 0.19% Dynamic Advisor Solutions LLC 3Y 7Y 0.11% BDFS Capital LLC 0.11% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.11% ANB BANK 0.1% INDEPENDENT FINANCIAL GROUP, LLC 0.08%

FAQ About West Wealth 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 West Wealth Group, LLC reported owning AHR?

West Wealth Group, LLC reported AHR across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported AHR position in West Wealth Group, LLC's portfolio?

The largest reported portfolio weight for AHR was 0.09% in 2024 Q3.

What is the latest reported AHR position on this page?

The most recent filing on this page is 2026 Q3, when West Wealth Group, LLC reported 10,136 shares, equal to 0.08% of portfolio, with an estimated market value of $520K.

What does the chart on this AHR ownership page compare?

The chart compares West Wealth 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 West Wealth Group, LLC time their AHR position?

Based on 13F filing dates vs. subsequent AHR price moves, West Wealth Group, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AHR relative to SPY over the holding period was +25.2%.

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