Nisa Investment Advisors
AHR icon

Nisa Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Nisa Investment Advisors’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 		$550K Sell
11,575
-5,748
-33% -$285K ﹤0.01% 937
2025
Q4 		$821K Sell
17,323
-6,291
-27% -$292K ﹤0.01% 870
2025
Q3 		$999K Sell
23,614
-4,417
-16% -$178K ﹤0.01% 841
2025
Q2 		$1.04M Sell
28,031
-7,120
-20% -$237K ﹤0.01% 800
2025
Q1 		$1.07M Sell
35,151
-2,254
-6% -$65K 0.01% 804
2024
Q4 		$1.07M Buy
37,405
+16,948
+83% +$456K ﹤0.01% 845
2024
Q3 		$539K Sell
20,457
-643
-3% -$12.5K ﹤0.01% 1027
2024
Q2 		$318K Sell
21,100
-19,400
-48% -$274K ﹤0.01% 1209
2024
Q1 		$608K Buy
+40,500
New +$557K ﹤0.01% 1016

Other funds holding AHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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