Waterfront Capital Partners’s American Healthcare REIT AHR Stock Holding History

Waterfront Capital Partners’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 Q4	–	Sell	-179,650	Closed	-$7.55M	–	20
2025 Q3	$7.55M	Sell	179,650 -269,969	-60%	-$10.9M	4.94%	14
2025 Q2	$16.5M	Sell	449,619 -333,986	-43%	-$11.1M	4.05%	9
2025 Q1	$23.7M	Buy	783,605 +253,486	+48%	+$7.31M	4.07%	11
2024 Q4	$15.1M	Buy	+530,119	New	+$14.3M	2.77%	18
2024 Q2	–	Sell	-1,364,427	Closed	-$20.1M	–	52
2024 Q1	$20.1M	Buy	+1,364,427	New	+$18.7M	1.81%	28

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

Waterfront Capital Partners's AHR Position: Q4 2025 in Review

Waterfront Capital Partners sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 179,650 shares — an estimated $7.55M sold.

Waterfront Capital Partners first reported a position in AHR in Q1 2024 and held it in 5 quarters. The position peaked at $23.7M in Q1 2025. 533 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

Waterfront Capital Partners reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
Waterfront Capital Partners sold 179,650 American Healthcare REIT shares in Q4 2025, an estimated $7.55M.
Waterfront Capital Partners first reported a position in American Healthcare REIT in Q1 2024 and held it in 5 quarters.
Waterfront Capital Partners's American Healthcare REIT position peaked at $23.7M in Q1 2025.
533 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Waterfront Capital Partners's 13F filing for Q4 2025.