Rockefeller Capital Management
AHR icon

Rockefeller Capital Management’s American Healthcare REIT AHR Stock Holding History

Rockefeller Capital Management’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 		$138K Buy
2,649
+407
+18% +$20K ﹤0.01% 2802
2026
Q1 		$106K Buy
2,242
+781
+53% +$38.7K ﹤0.01% 2843
2025
Q4 		$68.8K Buy
1,461
+1,170
+402% +$54.3K ﹤0.01% 2917
2025
Q3 		$12.2K Buy
+291
New +$11.7K ﹤0.01% 3571

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Rockefeller Capital Management's AHR Position: Q2 2026 in Review

Rockefeller Capital Management increased its American Healthcare REIT (AHR) stake by 18% in Q2 2026, buying an estimated $20K and bringing the position to 2,649 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Rockefeller Capital Management first reported a position in AHR in Q3 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Rockefeller Capital Management held 2,649 shares of American Healthcare REIT worth $138K as of Q2 2026.
  • Rockefeller Capital Management bought 407 American Healthcare REIT shares in Q2 2026, an estimated $20K.
  • American Healthcare REIT made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2802 holding.
  • Rockefeller Capital Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.