Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s American Healthcare REIT AHR Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-119,034
Closed -$5M – 2727
2025
Q3 		$5M Sell
119,034
-45,138
-27% -$1.81M 0.01% 1249
2025
Q2 		$6.03M Buy
+164,172
New +$5.46M 0.02% 1024
2025
Q1 		– Sell
-232,876
Closed -$6.62M – 2408
2024
Q4 		$6.62M Buy
+232,876
New +$6.26M 0.02% 952

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Fund Management (CFM)'s AHR Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 119,034 shares — an estimated $5M sold.

Capital Fund Management (CFM) first reported a position in AHR in Q4 2024 and held it in 3 quarters. The position peaked at $6.62M in Q4 2024. 534 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 119,034 American Healthcare REIT shares in Q4 2025, an estimated $5M.
  • Capital Fund Management (CFM) first reported a position in American Healthcare REIT in Q4 2024 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s American Healthcare REIT position peaked at $6.62M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.