Optima Capital’s American Healthcare REIT AHR Stock Holding History

Optima Capital’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	-318	Closed	-$15K	–	1349
2025 Q4	$15K	Buy	+318	New	+$14.7K	0.01%	468

Other funds holding AHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Optima Capital's AHR Position: Q1 2026 in Review

Optima Capital sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 318 shares — an estimated $15K sold.

Optima Capital first reported a position in AHR in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

Optima Capital reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 318 American Healthcare REIT shares in Q1 2026, an estimated $15K.
Optima Capital first reported a position in American Healthcare REIT in Q4 2025 and held it in 1 quarter.
Optima Capital's American Healthcare REIT position peaked at $15K in Q4 2025.
518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.