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Covalis Capital’s American Healthcare REIT AHR Stock Holding History

Covalis Capital’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
-100,000
Closed -$4.72M – 154
2026
Q1 		$4.72M Sell
100,000
-200,000
-67% -$9.91M 0.29% 70
2025
Q4 		$14.1M Buy
+300,000
New +$13.9M 0.99% 29

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

Covalis Capital's AHR Position: Q2 2026 in Review

Covalis Capital sold out of American Healthcare REIT (AHR) in Q2 2026, closing a stake of 100,000 shares — an estimated $4.72M sold.

Covalis Capital first reported a position in AHR in Q4 2025 and held it in 2 quarters. The position peaked at $14.1M in Q4 2025. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Covalis Capital reported no remaining American Healthcare REIT position as of Q2 2026 after selling out during the quarter.
  • Covalis Capital sold 100,000 American Healthcare REIT shares in Q2 2026, an estimated $4.72M.
  • Covalis Capital first reported a position in American Healthcare REIT in Q4 2025 and held it in 2 quarters.
  • Covalis Capital's American Healthcare REIT position peaked at $14.1M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.