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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
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 $5.7T 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 $653B AUM 32.41% 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