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B&I Capital’s American Healthcare REIT AHR Stock Holding History

B&I 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
Q2 		$3.16M Sell
60,620
-189,150
-76% -$9.29M 6.97% 5
2026
Q1 		$11.8M Buy
249,770
+23,200
+10% +$1.15M 4.01% 9
2025
Q4 		$10.7M Buy
+226,570
New +$10.5M 3.79% 8

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B&I Capital's AHR Position: Q2 2026 in Review

B&I Capital reduced its American Healthcare REIT (AHR) stake by 76% in Q2 2026, selling an estimated $9.29M and leaving 60,620 shares worth $3.16M. The position accounts for 6.97% of the portfolio, ranked #5.

B&I Capital first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8M in Q1 2026. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • B&I Capital held 60,620 shares of American Healthcare REIT worth $3.16M as of Q2 2026.
  • B&I Capital sold 189,150 American Healthcare REIT shares in Q2 2026, an estimated $9.29M.
  • American Healthcare REIT made up 6.97% of B&I Capital's portfolio in Q2 2026, its #5 holding.
  • B&I Capital first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • B&I Capital's American Healthcare REIT position peaked at $11.8M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on B&I Capital's 13F filing for Q2 2026, filed 11 Aug 2026.