BAMCO Inc
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BAMCO Inc’s American Healthcare REIT AHR Stock Holding History

BAMCO Inc’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 		– Sell
-204,159
Closed -$9.63M – 374
2026
Q1 		$9.63M Sell
204,159
-22,300
-10% -$1.11M 0.03% 231
2025
Q4 		$10.7M Buy
226,459
+26,315
+13% +$1.22M 0.03% 229
2025
Q3 		$8.41M Hold
200,144
– – 0.02% 239
2025
Q2 		$7.35M Sell
200,144
-7,715
-4% -$256K 0.02% 233
2025
Q1 		$6.3M Buy
207,859
+18,900
+10% +$545K 0.02% 248
2024
Q4 		$5.37M Buy
+188,959
New +$5.08M 0.01% 251

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

BAMCO Inc's AHR Position: Q2 2026 in Review

BAMCO Inc sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 204,159 shares — an estimated $9.63M sold.

BAMCO Inc first reported a position in AHR in Q4 2024 and held it in 6 quarters. The position peaked at $10.7M in Q4 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • BAMCO Inc reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • BAMCO Inc sold 204,159 American Healthcare REIT shares in Q2 2026, an estimated $9.63M.
  • BAMCO Inc first reported a position in American Healthcare REIT in Q4 2024 and held it in 6 quarters.
  • BAMCO Inc's American Healthcare REIT position peaked at $10.7M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.