Steve Schonfeld’s American Healthcare REIT AHR Stock Holding History

Steve Schonfeld’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	$779K	Buy	+14,945	New	+$734K	﹤0.01%	1621
2026 Q1	–	Sell	-456,533	Closed	-$21.5M	–	2757
2025 Q4	$21.5M	Buy	+456,533	New	+$21.2M	0.1%	179
2025 Q2	–	Sell	-35,665	Closed	-$1.08M	–	2626
2025 Q1	$1.08M	Buy	35,665 +10,265	+40%	+$296K	0.01%	1256
2024 Q4	$722K	Sell	25,400 -27,300	-52%	-$734K	﹤0.01%	1260
2024 Q3	$1.38M	Buy	+52,700	New	+$1.03M	0.01%	1039
2024 Q2	–	Sell	-65,698	Closed	-$969K	–	2619
2024 Q1	$969K	Buy	+65,698	New	+$903K	0.01%	1243

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steve Schonfeld's AHR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in American Healthcare REIT (AHR) in Q2 2026: 14,945 shares worth $779K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in AHR as recently as Q4 2025.

Steve Schonfeld first reported a position in AHR in Q1 2024 and has held it in 6 quarters since. The position peaked at $21.5M in Q4 2025. 567 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Steve Schonfeld held 14,945 shares of American Healthcare REIT worth $779K as of Q2 2026.
American Healthcare REIT was a new Steve Schonfeld position in Q2 2026.
American Healthcare REIT made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1621 holding.
Steve Schonfeld first reported a position in American Healthcare REIT in Q1 2024 and has held it in 6 quarters since.
Steve Schonfeld's American Healthcare REIT position peaked at $21.5M in Q4 2025.
567 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.