Castleview Partners’s American Healthcare REIT AHR Stock Holding History

Castleview Partners’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	$442K	Sell	8,476 -201	-2%	-$9.88K	0.19%	126
2026 Q1	$409K	Sell	8,677 -5,394	-38%	-$267K	0.21%	111
2025 Q4	$662K	Buy	14,071 +4,452	+46%	+$206K	0.33%	67
2025 Q3	$404K	Sell	9,619 -3,209	-25%	-$129K	0.22%	98
2025 Q2	$471K	Sell	12,828 -215	-2%	-$7.14K	0.3%	82
2025 Q1	$395K	Sell	13,043 -7	-0.1%	-$202	0.27%	97
2024 Q4	$362K	Sell	13,050 -5,885	-31%	-$158K	0.2%	125
2024 Q3	$494K	Buy	+18,935	New	+$369K	0.29%	81
2024 Q2	–	Sell	-65	Closed	-$959	–	1007
2024 Q1	$959	Buy	+65	New	+$893	﹤0.01%	801

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castleview Partners's AHR Position: Q2 2026 in Review

Castleview Partners reduced its American Healthcare REIT (AHR) stake by 2.3% in Q2 2026, selling an estimated $9.88K and leaving 8,476 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #126.

Castleview Partners first reported a position in AHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $662K in Q4 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Castleview Partners held 8,476 shares of American Healthcare REIT worth $442K as of Q2 2026.
Castleview Partners sold 201 American Healthcare REIT shares in Q2 2026, an estimated $9.88K.
American Healthcare REIT made up 0.19% of Castleview Partners's portfolio in Q2 2026, its #126 holding.
Castleview Partners first reported a position in American Healthcare REIT in Q1 2024 and has held it in 9 quarters since.
Castleview Partners's American Healthcare REIT position peaked at $662K in Q4 2025.
571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.