Mutual of America Capital Management’s American Healthcare REIT AHR Stock Holding History

Mutual of America 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	$12M	Sell	230,249 -44,268	-16%	-$2.18M	0.12%	162
2026 Q1	$12.9M	Buy	274,517 +9,230	+3%	+$458K	0.15%	118
2025 Q4	$12.5M	Sell	265,287 -35,955	-12%	-$1.67M	0.13%	131
2025 Q3	$12.7M	Sell	301,242 -30,293	-9%	-$1.22M	0.13%	129
2025 Q2	$12.2M	Sell	331,535 -9,468	-3%	-$315K	0.13%	134
2025 Q1	$10.3M	Hold	341,003	–	–	0.12%	161
2024 Q4	$9.69M	Sell	341,003 -1,593	-0.5%	-$42.9K	0.1%	182
2024 Q3	$8.94M	Sell	342,596 -9,826	-3%	-$191K	0.09%	212
2024 Q2	$5.15M	Buy	+352,422	New	+$4.98M	0.06%	431

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual of America Capital Management's AHR Position: Q2 2026 in Review

Mutual of America Capital Management reduced its American Healthcare REIT (AHR) stake by 16% in Q2 2026, selling an estimated $2.18M and leaving 230,249 shares worth $12M. The position accounts for 0.12% of the portfolio, ranked #162.

Mutual of America Capital Management first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.9M in Q1 2026. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Mutual of America Capital Management held 230,249 shares of American Healthcare REIT worth $12M as of Q2 2026.
Mutual of America Capital Management sold 44,268 American Healthcare REIT shares in Q2 2026, an estimated $2.18M.
American Healthcare REIT made up 0.12% of Mutual of America Capital Management's portfolio in Q2 2026, its #162 holding.
Mutual of America Capital Management first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
Mutual of America Capital Management's American Healthcare REIT position peaked at $12.9M in Q1 2026.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.