CAM
AHR icon

Concorde Asset Management’s American Healthcare REIT AHR Stock Holding History

Concorde Asset Management’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 		– Sell
-8,798
Closed -$414K – 253
2025
Q4 		$414K Sell
8,798
-4,100
-32% -$190K 0.17% 120
2025
Q3 		$531K Buy
+12,898
New +$518K 0.22% 96
2024
Q4 		– Sell
-16,897
Closed -$441K – 203
2024
Q3 		$441K Buy
16,897
+4,297
+34% +$83.7K 0.25% 71
2024
Q2 		$184K Buy
+12,600
New +$178K 0.11% 155

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

Concorde Asset Management's AHR Position: Q1 2026 in Review

Concorde Asset Management sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 8,798 shares — an estimated $414K sold.

Concorde Asset Management first reported a position in AHR in Q2 2024 and held it in 4 quarters. The position peaked at $531K in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Concorde Asset Management reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 8,798 American Healthcare REIT shares in Q1 2026, an estimated $414K.
  • Concorde Asset Management first reported a position in American Healthcare REIT in Q2 2024 and held it in 4 quarters.
  • Concorde Asset Management's American Healthcare REIT position peaked at $531K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.