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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
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 $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

B&I Capital's AHR Position: Q1 2026 in Review

B&I Capital increased its American Healthcare REIT (AHR) stake by 10% in Q1 2026, buying an estimated $1.15M and bringing the position to 249,770 shares worth $11.8M. The position accounts for 4.01% of the portfolio, ranked #9.

B&I Capital first reported a position in AHR in Q4 2025 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • B&I Capital held 249,770 shares of American Healthcare REIT worth $11.8M as of Q1 2026.
  • B&I Capital bought 23,200 American Healthcare REIT shares in Q1 2026, an estimated $1.15M.
  • American Healthcare REIT made up 4.01% of B&I Capital's portfolio in Q1 2026, its #9 holding.
  • B&I Capital first reported a position in American Healthcare REIT in Q4 2025 and has held it in 2 quarters since.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on B&I Capital's 13F filing for Q1 2026, filed 6 May 2026.