Sheets Smith Investment Management’s American Healthcare REIT AHR Stock Holding History

Sheets Smith Investment 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
2025 Q3	$648K	Buy	+15,432	New	+$620K	0.42%	77

Other funds holding AHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheets Smith Investment Management's AHR Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in American Healthcare REIT (AHR) in Q3 2025: 15,432 shares worth $648K. The stake represents 0.42% of the portfolio and ranks #77 among its holdings.

450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

Sheets Smith Investment Management held 15,432 shares of American Healthcare REIT worth $648K as of Q3 2025.
American Healthcare REIT was a new Sheets Smith Investment Management position in Q3 2025.
American Healthcare REIT made up 0.42% of Sheets Smith Investment Management's portfolio in Q3 2025, its #77 holding.
450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.