Capstone Investment Advisors
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Capstone Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Capstone Investment Advisors’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 		– Sell
-25,944
Closed -$1.22M – 1891
2025
Q4 		$1.22M Buy
+25,944
New +$1.2M ﹤0.01% 795
2025
Q3 		– Sell
-7,500
Closed -$276K – 2111
2025
Q2 		$276K Buy
+7,500
New +$249K ﹤0.01% 1422
2025
Q1 		– Sell
-76,418
Closed -$2.17M – 1953
2024
Q4 		$2.17M Buy
+76,418
New +$2.06M 0.01% 825
2024
Q2 		– Sell
-81,400
Closed -$1.2M – 2535
2024
Q1 		$1.2M Buy
+81,400
New +$1.12M ﹤0.01% 1037

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Capstone Investment Advisors's AHR Position: Q1 2026 in Review

Capstone Investment Advisors sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 25,944 shares — an estimated $1.22M sold.

Capstone Investment Advisors first reported a position in AHR in Q1 2024 and held it in 4 quarters. The position peaked at $2.17M in Q4 2024. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Capstone Investment Advisors reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 25,944 American Healthcare REIT shares in Q1 2026, an estimated $1.22M.
  • Capstone Investment Advisors first reported a position in American Healthcare REIT in Q1 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's American Healthcare REIT position peaked at $2.17M in Q4 2024.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.