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Coppell Advisory Solutions’s American Healthcare REIT AHR Stock Holding History

Coppell Advisory Solutions’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
-4,416
Closed -$211K – 388
2025
Q4 		$211K Sell
4,416
-428
-9% -$19.8K 0.02% 378
2025
Q3 		$202K Buy
+4,844
New +$195K 0.02% 383
2025
Q2 		– Sell
-6,565
Closed -$210K – 438
2025
Q1 		$210K Sell
6,565
-5,006
-43% -$144K 0.03% 312
2024
Q4 		$328K Buy
11,571
+5,354
+86% +$144K 0.05% 207
2024
Q3 		$162K Buy
+6,217
New +$121K 0.02% 321

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Coppell Advisory Solutions's AHR Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 4,416 shares — an estimated $211K sold.

Coppell Advisory Solutions first reported a position in AHR in Q3 2024 and held it in 5 quarters. The position peaked at $328K in Q4 2024. 520 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,416 American Healthcare REIT shares in Q1 2026, an estimated $211K.
  • Coppell Advisory Solutions first reported a position in American Healthcare REIT in Q3 2024 and held it in 5 quarters.
  • Coppell Advisory Solutions's American Healthcare REIT position peaked at $328K in Q4 2024.
  • 520 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.