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Kennedy Capital Management’s American Healthcare REIT AHR Stock Holding History

Kennedy Capital 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
2026
Q2 		$23.9M Buy
458,273
+84,204
+23% +$4.14M 0.42% 62
2026
Q1 		$17.6M Buy
374,069
+15,459
+4% +$766K 0.37% 78
2025
Q4 		$16.9M Buy
358,610
+16,832
+5% +$781K 0.36% 87
2025
Q3 		$14.4M Buy
341,778
+84,434
+33% +$3.39M 0.32% 99
2025
Q2 		$9.45M Buy
257,344
+229,165
+813% +$7.62M 0.23% 151
2025
Q1 		$854K Buy
+28,179
New +$812K 0.02% 534

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

Kennedy Capital Management's AHR Position: Q2 2026 in Review

Kennedy Capital Management increased its American Healthcare REIT (AHR) stake by 23% in Q2 2026, buying an estimated $4.14M and bringing the position to 458,273 shares worth $23.9M. The position accounts for 0.42% of the portfolio, ranked #62.

Kennedy Capital Management first reported a position in AHR in Q1 2025 and has held it in 6 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Kennedy Capital Management held 458,273 shares of American Healthcare REIT worth $23.9M as of Q2 2026.
  • Kennedy Capital Management bought 84,204 American Healthcare REIT shares in Q2 2026, an estimated $4.14M.
  • American Healthcare REIT made up 0.42% of Kennedy Capital Management's portfolio in Q2 2026, its #62 holding.
  • Kennedy Capital Management first reported a position in American Healthcare REIT in Q1 2025 and has held it in 6 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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