CI
AHR icon

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
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

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

CX Institutional's AHR Position: Q2 2026 in Review

CX Institutional reduced its American Healthcare REIT (AHR) stake by 11% in Q2 2026, selling an estimated $22.1K and leaving 3,556 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #759.

CX Institutional first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $221K in Q3 2025. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • CX Institutional held 3,556 shares of American Healthcare REIT worth $185K as of Q2 2026.
  • CX Institutional sold 449 American Healthcare REIT shares in Q2 2026, an estimated $22.1K.
  • American Healthcare REIT made up 0.01% of CX Institutional's portfolio in Q2 2026, its #759 holding.
  • CX Institutional first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's American Healthcare REIT position peaked at $221K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.