BFM
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Boothbay Fund Management’s American Healthcare REIT AHR Stock Holding History

Boothbay Fund Management’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 		$10M Sell
212,451
-19,930
-9% -$988K 0.23% 132
2025
Q4 		$10.9M Sell
232,381
-35,592
-13% -$1.65M 0.28% 124
2025
Q3 		$11.3M Sell
267,973
-40,602
-13% -$1.63M 0.28% 135
2025
Q2 		$11.3M Buy
308,575
+69,925
+29% +$2.32M 0.35% 101
2025
Q1 		$7.23M Sell
238,650
-53,592
-18% -$1.55M 0.25% 138
2024
Q4 		$8.31M Buy
292,242
+8,149
+3% +$219K 0.25% 136
2024
Q3 		$7.41M Buy
284,093
+212,068
+294% +$4.13M 0.22% 151
2024
Q2 		$1.05M Buy
72,025
+48,598
+207% +$687K 0.03% 700
2024
Q1 		$346K Buy
+23,427
New +$322K 0.01% 1147

Other funds holding AHR

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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State Street
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Wellington Management Group
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VCM
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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