CBRE Investment Management Listed Real Assets’s American Healthcare REIT AHR Stock Holding History

CBRE Investment Management Listed Real Assets’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	$84.2M	Buy	1,614,014 +355,973	+28%	+$17.5M	1.17%	32
2026 Q1	$59.3M	Sell	1,258,041 -246,644	-16%	-$12.2M	0.88%	42
2025 Q4	$70.8M	Buy	1,504,685 +190,546	+14%	+$8.84M	1.04%	36
2025 Q3	$55.2M	Buy	1,314,139 +842,785	+179%	+$33.9M	0.79%	43
2025 Q2	$17.3M	Sell	471,354 -986,771	-68%	-$32.8M	0.26%	68
2025 Q1	$44.2M	Buy	1,458,125 +267,491	+22%	+$7.71M	0.68%	50
2024 Q4	$33.8M	Buy	+1,190,634	New	+$32M	0.6%	50

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

CBRE Investment Management Listed Real Assets's AHR Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets increased its American Healthcare REIT (AHR) stake by 28% in Q2 2026, buying an estimated $17.5M and bringing the position to 1,614,014 shares worth $84.2M. The position accounts for 1.17% of the portfolio, ranked #32.

CBRE Investment Management Listed Real Assets first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

CBRE Investment Management Listed Real Assets held 1,614,014 shares of American Healthcare REIT worth $84.2M as of Q2 2026.
CBRE Investment Management Listed Real Assets bought 355,973 American Healthcare REIT shares in Q2 2026, an estimated $17.5M.
American Healthcare REIT made up 1.17% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #32 holding.
CBRE Investment Management Listed Real Assets first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.