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Convergence Investment Partners’s American Healthcare REIT AHR Stock Holding History

Convergence Investment Partners’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 		– Sell
-22,502
Closed -$1.06M – 290
2026
Q1 		$1.06M Buy
22,502
+3,802
+20% +$188K 0.17% 183
2025
Q4 		$880K Buy
18,700
+2,408
+15% +$112K 0.18% 178
2025
Q3 		$684K Buy
16,292
+2,103
+15% +$84.5K 0.15% 185
2025
Q2 		$521K Buy
+14,189
New +$472K 0.13% 188

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

Convergence Investment Partners's AHR Position: Q2 2026 in Review

Convergence Investment Partners sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 22,502 shares — an estimated $1.06M sold.

Convergence Investment Partners first reported a position in AHR in Q2 2025 and held it in 4 quarters. The position peaked at $1.06M in Q1 2026. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Convergence Investment Partners reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 22,502 American Healthcare REIT shares in Q2 2026, an estimated $1.06M.
  • Convergence Investment Partners first reported a position in American Healthcare REIT in Q2 2025 and held it in 4 quarters.
  • Convergence Investment Partners's American Healthcare REIT position peaked at $1.06M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.