CI Investments Inc
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CI Investments Inc’s American Healthcare REIT AHR Stock Holding History

CI Investments Inc’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 		$5.8M Buy
+111,207
New +$5.46M 0.02% 332
2025
Q4 		– Sell
-390
Closed -$16K – 1276
2025
Q3 		$16K Buy
390
+23
+6% +$924 ﹤0.01% 1188
2025
Q2 		$13K Buy
+367
New +$12.2K ﹤0.01% 1211

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc's AHR Position: Q2 2026 in Review

CI Investments Inc opened a new position in American Healthcare REIT (AHR) in Q2 2026: 111,207 shares worth $5.8M. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in AHR as recently as Q3 2025.

CI Investments Inc first reported a position in AHR in Q2 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • CI Investments Inc held 111,207 shares of American Healthcare REIT worth $5.8M as of Q2 2026.
  • American Healthcare REIT was a new CI Investments Inc position in Q2 2026.
  • American Healthcare REIT made up 0.02% of CI Investments Inc's portfolio in Q2 2026, its #332 holding.
  • CI Investments Inc first reported a position in American Healthcare REIT in Q2 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.