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
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 $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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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

Rockefeller Capital Management's AHR Position: Q1 2026 in Review

Rockefeller Capital Management increased its American Healthcare REIT (AHR) stake by 53% in Q1 2026, buying an estimated $38.7K and bringing the position to 2,242 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Rockefeller Capital Management first reported a position in AHR in Q3 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Rockefeller Capital Management held 2,242 shares of American Healthcare REIT worth $106K as of Q1 2026.
  • Rockefeller Capital Management bought 781 American Healthcare REIT shares in Q1 2026, an estimated $38.7K.
  • American Healthcare REIT made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2843 holding.
  • Rockefeller Capital Management first reported a position in American Healthcare REIT in Q3 2025 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.