AT
AHR icon

American Trust’s American Healthcare REIT AHR Stock Holding History

American Trust’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
Q1 		– Sell
-27,519
Closed -$1.3M – 359
2025
Q4 		$1.3M Sell
27,519
-970
-3% -$45K 0.11% 101
2025
Q3 		$1.2M Buy
+28,489
New +$1.14M 0.1% 110

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

American Trust's AHR Position: Q1 2026 in Review

American Trust sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 27,519 shares — an estimated $1.3M sold.

American Trust first reported a position in AHR in Q3 2025 and held it in 2 quarters. The position peaked at $1.3M in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • American Trust reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 27,519 American Healthcare REIT shares in Q1 2026, an estimated $1.3M.
  • American Trust first reported a position in American Healthcare REIT in Q3 2025 and held it in 2 quarters.
  • American Trust's American Healthcare REIT position peaked at $1.3M in Q4 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.