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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Castleview Partners's AHR Position: Q1 2026 in Review

Castleview Partners reduced its American Healthcare REIT (AHR) stake by 38% in Q1 2026, selling an estimated $267K and leaving 8,677 shares worth $409K. The position accounts for 0.21% of the portfolio, ranked #111.

Castleview Partners first reported a position in AHR in Q1 2024 and has held it in 8 quarters since. The position peaked at $662K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

Castleview Partners held 8,677 shares of American Healthcare REIT worth $409K as of Q1 2026.
Castleview Partners sold 5,394 American Healthcare REIT shares in Q1 2026, an estimated $267K.
American Healthcare REIT made up 0.21% of Castleview Partners's portfolio in Q1 2026, its #111 holding.
Castleview Partners first reported a position in American Healthcare REIT in Q1 2024 and has held it in 8 quarters since.
Castleview Partners's American Healthcare REIT position peaked at $662K in Q4 2025.
518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.