CX Institutional
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CX Institutional’s American Healthcare REIT AHR Stock Holding History

CX Institutional’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 		$919K Buy
17,927
+14,371
+404% +$787K 0.02% 346
2026
Q2 		$185K Sell
3,556
-449
-11% -$22.1K 0.01% 759
2026
Q1 		$189K Buy
4,005
+592
+17% +$29.3K 0.01% 736
2025
Q4 		$161K Sell
3,413
-1,849
-35% -$85.7K ﹤0.01% 763
2025
Q3 		$221K Hold
5,262
– – 0.01% 664
2025
Q2 		$193K Buy
5,262
+154
+3% +$5.12K 0.01% 641
2025
Q1 		$155K Buy
+5,108
New +$147K 0.01% 666

Other funds holding AHR

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CX Institutional's AHR Position: Q3 2026 in Review

CX Institutional increased its American Healthcare REIT (AHR) stake by 404% in Q3 2026, buying an estimated $787K and bringing the position to 17,927 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #346.

CX Institutional first reported a position in AHR in Q1 2025 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • CX Institutional held 17,927 shares of American Healthcare REIT worth $919K as of Q3 2026.
  • CX Institutional bought 14,371 American Healthcare REIT shares in Q3 2026, an estimated $787K.
  • American Healthcare REIT made up 0.02% of CX Institutional's portfolio in Q3 2026, its #346 holding.
  • CX Institutional first reported a position in American Healthcare REIT in Q1 2025 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.