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CIC Wealth’s American Healthcare REIT AHR Stock Holding History

CIC Wealth’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
2024
Q3 		$524K Buy
+20,064
New +$391K 0.14% 97

Other funds holding AHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CIC Wealth's AHR Position: Q3 2024 in Review

CIC Wealth opened a new position in American Healthcare REIT (AHR) in Q3 2024: 20,064 shares worth $524K. The stake represents 0.14% of the portfolio and ranks #97 among its holdings.

369 funds tracked by Wall St. Rank hold AHR as of Q3 2024.

  • CIC Wealth held 20,064 shares of American Healthcare REIT worth $524K as of Q3 2024.
  • American Healthcare REIT was a new CIC Wealth position in Q3 2024.
  • American Healthcare REIT made up 0.14% of CIC Wealth's portfolio in Q3 2024, its #97 holding.
  • 369 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.