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Coastal Bridge Advisors’s American Healthcare REIT AHR Stock Holding History

Coastal Bridge Advisors’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 		$221K Sell
4,676
-52
-1% -$2.58K 0.02% 413
2025
Q4 		$223K Sell
4,728
-237
-5% -$11K 0.02% 417
2025
Q3 		$209K Buy
+4,965
New +$200K 0.02% 430

Other funds holding AHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Coastal Bridge Advisors's AHR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its American Healthcare REIT (AHR) stake by 1.1% in Q1 2026, selling an estimated $2.58K and leaving 4,676 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #413.

Coastal Bridge Advisors first reported a position in AHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Coastal Bridge Advisors held 4,676 shares of American Healthcare REIT worth $221K as of Q1 2026.
  • Coastal Bridge Advisors sold 52 American Healthcare REIT shares in Q1 2026, an estimated $2.58K.
  • American Healthcare REIT made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #413 holding.
  • Coastal Bridge Advisors first reported a position in American Healthcare REIT in Q3 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's American Healthcare REIT position peaked at $223K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.