Jim Simons
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Jim Simons’s American Healthcare REIT AHR Stock Holding History

Jim Simons’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
Q1 		– Sell
-259,131
Closed -$12.2M – 3758
2025
Q4 		$12.2M Sell
259,131
-467,800
-64% -$21.7M 0.02% 823
2025
Q3 		$30.5M Sell
726,931
-94,669
-12% -$3.8M 0.04% 547
2025
Q2 		$30.2M Buy
821,600
+322,500
+65% +$10.7M 0.04% 537
2025
Q1 		$15.1M Buy
499,100
+170,200
+52% +$4.91M 0.02% 794
2024
Q4 		$9.35M Buy
328,900
+170,100
+107% +$4.58M 0.01% 1058
2024
Q3 		$4.14M Sell
158,800
-102,700
-39% -$2M 0.01% 1555
2024
Q2 		$3.82M Buy
+261,500
New +$3.69M 0.01% 1477

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Jim Simons's AHR Position: Q1 2026 in Review

Jim Simons sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 259,131 shares — an estimated $12.2M sold.

Jim Simons first reported a position in AHR in Q2 2024 and held it in 7 quarters. The position peaked at $30.5M in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Jim Simons reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 259,131 American Healthcare REIT shares in Q1 2026, an estimated $12.2M.
  • Jim Simons first reported a position in American Healthcare REIT in Q2 2024 and held it in 7 quarters.
  • Jim Simons's American Healthcare REIT position peaked at $30.5M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.