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JB Capital’s American Healthcare REIT AHR Stock Holding History

JB Capital’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
Q4 		– Sell
-170,144
Closed -$4.44M – 240
2024
Q3 		$4.44M Buy
+170,144
New +$3.31M 0.26% 43

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JB Capital's AHR Position: Q4 2024 in Review

JB Capital sold out of American Healthcare REIT (AHR) in Q4 2024, closing a stake of 170,144 shares — an estimated $4.44M sold.

JB Capital first reported a position in AHR in Q3 2024 and held it in 1 quarter. The position peaked at $4.44M in Q3 2024. 390 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • JB Capital reported no remaining American Healthcare REIT position as of Q4 2024 after selling out during the quarter.
  • JB Capital sold 170,144 American Healthcare REIT shares in Q4 2024, an estimated $4.44M.
  • JB Capital first reported a position in American Healthcare REIT in Q3 2024 and held it in 1 quarter.
  • JB Capital's American Healthcare REIT position peaked at $4.44M in Q3 2024.
  • 390 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on JB Capital's 13F filing for Q4 2024, filed 24 Jan 2025.