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
Q2 		$465M Buy
8,917,875
+1,494,669
+20% +$73.4M 0.23% 94
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group's AHR Position: Q2 2026 in Review

Principal Financial Group increased its American Healthcare REIT (AHR) stake by 20% in Q2 2026, buying an estimated $73.4M and bringing the position to 8,917,875 shares worth $465M. The position accounts for 0.23% of the portfolio, ranked #94.

Principal Financial Group first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Principal Financial Group held 8,917,875 shares of American Healthcare REIT worth $465M as of Q2 2026.
  • Principal Financial Group bought 1,494,669 American Healthcare REIT shares in Q2 2026, an estimated $73.4M.
  • American Healthcare REIT made up 0.23% of Principal Financial Group's portfolio in Q2 2026, its #94 holding.
  • Principal Financial Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.