Principal Financial Group
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Principal Financial Group’s American Healthcare REIT AHR Stock Holding History

Principal Financial Group’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 		$350M Buy
7,423,206
+228,739
+3% +$11.3M 0.19% 111
2025
Q4 		$339M Sell
7,194,467
-1,736,874
-19% -$80.5M 0.17% 120
2025
Q3 		$375M Sell
8,931,341
-857,418
-9% -$34.5M 0.19% 108
2025
Q2 		$360M Sell
9,788,759
-2,584,950
-21% -$85.9M 0.19% 111
2025
Q1 		$375M Buy
12,373,709
+134,822
+1% +$3.89M 0.21% 109
2024
Q4 		$348M Buy
12,238,887
+2,750,137
+29% +$74M 0.19% 109
2024
Q3 		$248M Buy
9,488,750
+3,330,714
+54% +$64.9M 0.14% 147
2024
Q2 		$90M Buy
6,158,036
+157,762
+3% +$2.23M 0.05% 283
2024
Q1 		$88.5M Buy
+6,000,274
New +$82.5M 0.05% 306

Other funds holding AHR

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Principal Financial Group's AHR Position: Q1 2026 in Review

Principal Financial Group increased its American Healthcare REIT (AHR) stake by 3.2% in Q1 2026, buying an estimated $11.3M and bringing the position to 7,423,206 shares worth $350M. The position accounts for 0.19% of the portfolio, ranked #111.

Principal Financial Group first reported a position in AHR in Q1 2024 and has held it in 9 quarters since. The position peaked at $375M in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Principal Financial Group held 7,423,206 shares of American Healthcare REIT worth $350M as of Q1 2026.
  • Principal Financial Group bought 228,739 American Healthcare REIT shares in Q1 2026, an estimated $11.3M.
  • American Healthcare REIT made up 0.19% of Principal Financial Group's portfolio in Q1 2026, its #111 holding.
  • Principal Financial Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 9 quarters since.
  • Principal Financial Group's American Healthcare REIT position peaked at $375M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.