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Carlson Capital Management’s American Healthcare REIT AHR Stock Holding History

Carlson Capital 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
2024
Q4 		$404K Hold
14,227
– – 0.02% 82
2024
Q3 		$371K Buy
+14,227
New +$277K 0.02% 86

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carlson Capital Management's AHR Position: Q4 2024 in Review

Carlson Capital Management held its American Healthcare REIT (AHR) position steady in Q4 2024 at 14,227 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #82.

Carlson Capital Management first reported a position in AHR in Q3 2024 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • Carlson Capital Management held 14,227 shares of American Healthcare REIT worth $404K as of Q4 2024.
  • Carlson Capital Management left its American Healthcare REIT share count unchanged in Q4 2024.
  • American Healthcare REIT made up 0.02% of Carlson Capital Management's portfolio in Q4 2024, its #82 holding.
  • Carlson Capital Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.