Addison Capital
AHR icon

Addison Capital’s American Healthcare REIT AHR Stock Holding History

Addison Capital’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
Q3 		– Sell
-7,877
Closed -$411K – 185
2026
Q2 		$411K Sell
7,877
-2,307
-23% -$113K 0.07% 147
2026
Q1 		$480K Buy
+10,184
New +$505K 0.09% 143

Other funds holding AHR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Addison Capital's AHR Position: Q3 2026 in Review

Addison Capital sold out of American Healthcare REIT (AHR) in Q3 2026, closing a stake of 7,877 shares — an estimated $411K sold.

Addison Capital first reported a position in AHR in Q1 2026 and held it in 2 quarters. The position peaked at $480K in Q1 2026. 282 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Addison Capital reported no remaining American Healthcare REIT position as of Q3 2026 after selling out during the quarter.
  • Addison Capital sold 7,877 American Healthcare REIT shares in Q3 2026, an estimated $411K.
  • Addison Capital first reported a position in American Healthcare REIT in Q1 2026 and held it in 2 quarters.
  • Addison Capital's American Healthcare REIT position peaked at $480K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Addison Capital's 13F filing for Q3 2026, filed 9 Nov 2026.