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Harbert Fund Advisors’s American Healthcare REIT AHR Stock Holding History

Harbert Fund Advisors’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
2024
Q3 		– Sell
-12,500
Closed -$183K – 138
2024
Q2 		$183K Buy
+12,500
New +$177K 0.13% 95

Other funds holding AHR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harbert Fund Advisors's AHR Position: Q3 2024 in Review

Harbert Fund Advisors sold out of American Healthcare REIT (AHR) in Q3 2024, closing a stake of 12,500 shares — an estimated $183K sold.

Harbert Fund Advisors first reported a position in AHR in Q2 2024 and held it in 1 quarter. The position peaked at $183K in Q2 2024. 368 funds tracked by Wall St. Rank hold AHR as of Q3 2024.

  • Harbert Fund Advisors reported no remaining American Healthcare REIT position as of Q3 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 12,500 American Healthcare REIT shares in Q3 2024, an estimated $183K.
  • Harbert Fund Advisors first reported a position in American Healthcare REIT in Q2 2024 and held it in 1 quarter.
  • Harbert Fund Advisors's American Healthcare REIT position peaked at $183K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2024.

Based on Harbert Fund Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.