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J. Safra Asset Management’s American Healthcare REIT AHR Stock Holding History

J. Safra 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
2025
Q3 		– Sell
-7,592
Closed -$279K – 504
2025
Q2 		$279K Buy
7,592
+480
+7% +$16K 0.02% 140
2025
Q1 		$215K Buy
7,112
+2,313
+48% +$66.7K 0.02% 139
2024
Q4 		$136K Buy
4,799
+2,131
+80% +$57.3K 0.01% 153
2024
Q3 		$69.7K Buy
+2,668
New +$52K 0.01% 141

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Safra Asset Management's AHR Position: Q3 2025 in Review

J. Safra Asset Management sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 7,592 shares — an estimated $279K sold.

J. Safra Asset Management first reported a position in AHR in Q3 2024 and held it in 4 quarters. The position peaked at $279K in Q2 2025. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • J. Safra Asset Management reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 7,592 American Healthcare REIT shares in Q3 2025, an estimated $279K.
  • J. Safra Asset Management first reported a position in American Healthcare REIT in Q3 2024 and held it in 4 quarters.
  • J. Safra Asset Management's American Healthcare REIT position peaked at $279K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.