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Joel Greenblatt’s American Healthcare REIT AHR Stock Holding History

Joel Greenblatt’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 		$582K Sell
11,161
-516
-4% -$25.4K ﹤0.01% 1480
2026
Q1 		$551K Sell
11,677
-335
-3% -$16.6K ﹤0.01% 1469
2025
Q4 		$565K Sell
12,012
-652
-5% -$30.2K ﹤0.01% 1401
2025
Q3 		$532K Sell
12,664
-187
-1% -$7.52K ﹤0.01% 1367
2025
Q2 		$472K Buy
12,851
+3,825
+42% +$127K ﹤0.01% 1336
2025
Q1 		$273K Buy
+9,026
New +$260K ﹤0.01% 1395

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

Joel Greenblatt's AHR Position: Q2 2026 in Review

Joel Greenblatt reduced its American Healthcare REIT (AHR) stake by 4.4% in Q2 2026, selling an estimated $25.4K and leaving 11,161 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Joel Greenblatt first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Joel Greenblatt held 11,161 shares of American Healthcare REIT worth $582K as of Q2 2026.
  • Joel Greenblatt sold 516 American Healthcare REIT shares in Q2 2026, an estimated $25.4K.
  • American Healthcare REIT made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1480 holding.
  • Joel Greenblatt first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 567 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.