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

Cresset 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
Q2 		$664K Buy
+12,672
New +$623K ﹤0.01% 1062
2026
Q1 		– Sell
-12,669
Closed -$599K – 1810
2025
Q4 		$599K Sell
12,669
-5,633
-31% -$261K ﹤0.01% 996
2025
Q3 		$773K Hold
18,302
– – ﹤0.01% 848
2025
Q2 		$677K Sell
18,302
-2,097
-10% -$69.7K ﹤0.01% 808
2025
Q1 		$623K Buy
20,399
+5
+0% +$144 ﹤0.01% 971
2024
Q4 		$585K Buy
+20,394
New +$549K ﹤0.01% 1014

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 $3.38T AUM 44.17% 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

Cresset Asset Management's AHR Position: Q2 2026 in Review

Cresset Asset Management opened a new position in American Healthcare REIT (AHR) in Q2 2026: 12,672 shares worth $664K. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in AHR as recently as Q4 2025.

Cresset Asset Management first reported a position in AHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $773K in Q3 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Cresset Asset Management held 12,672 shares of American Healthcare REIT worth $664K as of Q2 2026.
  • American Healthcare REIT was a new Cresset Asset Management position in Q2 2026.
  • American Healthcare REIT made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1062 holding.
  • Cresset Asset Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 6 quarters since.
  • Cresset Asset Management's American Healthcare REIT position peaked at $773K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.