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Principal Securities’s American Healthcare REIT AHR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-741
Closed -$31.1K – 3582
2025
Q3 		$31.1K Sell
741
-83
-10% -$3.34K ﹤0.01% 2200
2025
Q2 		$30.3K Sell
824
-218
-21% -$7.24K ﹤0.01% 2126
2025
Q1 		$29.6K Hold
1,042
– – ﹤0.01% 1997
2024
Q4 		$29.6K Buy
1,042
+118
+13% +$3.17K ﹤0.01% 1992
2024
Q3 		$24.1K Buy
924
+115
+14% +$2.24K ﹤0.01% 2029
2024
Q2 		$11.8K Sell
809
-170
-17% -$2.4K ﹤0.01% 2317
2024
Q1 		$14.4K Buy
+979
New +$13.5K ﹤0.01% 2170

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Securities's AHR Position: Q4 2025 in Review

Principal Securities sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 741 shares — an estimated $31.1K sold.

Principal Securities first reported a position in AHR in Q1 2024 and held it in 7 quarters. The position peaked at $31.1K in Q3 2025. 534 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Principal Securities reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 741 American Healthcare REIT shares in Q4 2025, an estimated $31.1K.
  • Principal Securities first reported a position in American Healthcare REIT in Q1 2024 and held it in 7 quarters.
  • Principal Securities's American Healthcare REIT position peaked at $31.1K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.