Mackenzie Financial
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Mackenzie Financial’s American Healthcare REIT AHR Stock Holding History

Mackenzie Financial’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
-12,693
Closed -$605K – 1779
2025
Q4 		$605K Buy
12,693
+102
+0.8% +$4.73K ﹤0.01% 1178
2025
Q3 		$529K Buy
12,591
+422
+3% +$17K ﹤0.01% 1235
2025
Q2 		$447K Buy
12,169
+317
+3% +$10.5K ﹤0.01% 1263
2025
Q1 		$359K Buy
11,852
+12
+0.1% +$346 ﹤0.01% 1317
2024
Q4 		$336K Buy
+11,840
New +$318K ﹤0.01% 1337

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Mackenzie Financial's AHR Position: Q1 2026 in Review

Mackenzie Financial sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 12,693 shares — an estimated $605K sold.

Mackenzie Financial first reported a position in AHR in Q4 2024 and held it in 5 quarters. The position peaked at $605K in Q4 2025. 521 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Mackenzie Financial reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 12,693 American Healthcare REIT shares in Q1 2026, an estimated $605K.
  • Mackenzie Financial first reported a position in American Healthcare REIT in Q4 2024 and held it in 5 quarters.
  • Mackenzie Financial's American Healthcare REIT position peaked at $605K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.