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 Q3	$434K	Hold	8,476	–	–	0.19%	129
2026 Q2	$442K	Sell	8,476 -201	-2%	-$9.9K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Castleview Partners's AHR Position: Q3 2026 in Review

Castleview Partners held its American Healthcare REIT (AHR) position steady in Q3 2026 at 8,476 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #129.

Castleview Partners first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $662K in Q4 2025. 93 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Castleview Partners held 8,476 shares of American Healthcare REIT worth $434K as of Q3 2026.
Castleview Partners left its American Healthcare REIT share count unchanged in Q3 2026.
American Healthcare REIT made up 0.19% of Castleview Partners's portfolio in Q3 2026, its #129 holding.
Castleview Partners first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
Castleview Partners's American Healthcare REIT position peaked at $662K in Q4 2025.
93 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.