Principal Financial Group’s American Healthcare REIT AHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360M | Sell |
9,788,759
-2,584,950
| -21% | -$95M | 0.19% | 111 |
|
|
2025
Q1 | $375M | Buy |
12,373,709
+134,822
| +1% | +$4.09M | 0.21% | 109 |
|
|
2024
Q4 | $348M | Buy |
12,238,887
+2,750,137
| +29% | +$78.2M | 0.19% | 109 |
|
|
2024
Q3 | $248M | Buy |
9,488,750
+3,330,714
| +54% | +$86.9M | 0.14% | 147 |
|
|
2024
Q2 | $90M | Buy |
6,158,036
+157,762
| +3% | +$2.3M | 0.05% | 283 |
|
|
2024
Q1 | $88.5M | Buy |
+6,000,274
| New | +$88.5M | 0.05% | 306 |
|