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Rothschild Investment LLC’s American Healthcare REIT AHR Stock Holding History

Rothschild Investment LLC’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 		$10K Sell
192
-70
-27% -$3.44K ﹤0.01% 1882
2026
Q1 		$12.4K Buy
262
+45
+21% +$2.23K ﹤0.01% 1604
2025
Q4 		$10.2K Sell
217
-19
-8% -$881 ﹤0.01% 1564
2025
Q3 		$9.91K Sell
236
-24
-9% -$965 ﹤0.01% 1456
2025
Q2 		$9.55K Buy
260
+65
+33% +$2.16K ﹤0.01% 1235
2025
Q1 		$5.91K Buy
195
+95
+95% +$2.74K ﹤0.01% 1359
2024
Q4 		$2.84K Buy
100
+20
+25% +$538 ﹤0.01% 1597
2024
Q3 		$2.09K Buy
80
+70
+700% +$1.36K ﹤0.01% 1703
2024
Q2 		$146 Buy
+10
New +$141 ﹤0.01% 2583

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

Rothschild Investment LLC's AHR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its American Healthcare REIT (AHR) stake by 27% in Q2 2026, selling an estimated $3.44K and leaving 192 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Rothschild Investment LLC first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.4K in Q1 2026. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Rothschild Investment LLC held 192 shares of American Healthcare REIT worth $10K as of Q2 2026.
  • Rothschild Investment LLC sold 70 American Healthcare REIT shares in Q2 2026, an estimated $3.44K.
  • American Healthcare REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1882 holding.
  • Rothschild Investment LLC first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's American Healthcare REIT position peaked at $12.4K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.