Covestor
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Covestor’s American Healthcare REIT AHR Stock Holding History

Covestor’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
Q3 		$37K Buy
720
+539
+298% +$29.5K 0.02% 883
2026
Q2 		$9K Buy
181
+1
+0.6% +$49 0.01% 1699
2026
Q1 		$9K Sell
180
-156
-46% -$7.73K 0.01% 1527
2025
Q4 		$16K Hold
336
– – 0.01% 1386
2025
Q3 		$14K Hold
336
– – 0.01% 1447
2025
Q2 		$12K Buy
336
+330
+5,500% +$11K 0.01% 1501
2025
Q1 		$0 Hold
6
– – ﹤0.01% 2805
2024
Q4 		$0 Hold
6
– – ﹤0.01% 2822
2024
Q3 		$0 Buy
+6
New +$117 ﹤0.01% 2851

Other funds holding AHR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Covestor's AHR Position: Q3 2026 in Review

Covestor increased its American Healthcare REIT (AHR) stake by 298% in Q3 2026, buying an estimated $29.5K and bringing the position to 720 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #883.

Covestor first reported a position in AHR in Q3 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Covestor held 720 shares of American Healthcare REIT worth $37K as of Q3 2026.
  • Covestor bought 539 American Healthcare REIT shares in Q3 2026, an estimated $29.5K.
  • American Healthcare REIT made up 0.02% of Covestor's portfolio in Q3 2026, its #883 holding.
  • Covestor first reported a position in American Healthcare REIT in Q3 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.