ZP
AHR icon

Zimmer Partners’s American Healthcare REIT AHR Stock Holding History

Zimmer 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
2026
Q2 		$29.5M Buy
+565,372
New +$27.8M 0.68% 37
2025
Q1 		– Sell
-794,200
Closed -$22.6M – 209
2024
Q4 		$22.6M Buy
794,200
+34,200
+5% +$920K 0.39% 50
2024
Q3 		$19.8M Buy
+760,000
New +$14.8M 0.36% 51
2024
Q2 		– Sell
-425,000
Closed -$6.27M – 184
2024
Q1 		$6.27M Buy
+425,000
New +$5.84M 0.13% 87

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 $3.37T AUM 44.26% 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

Zimmer Partners's AHR Position: Q2 2026 in Review

Zimmer Partners opened a new position in American Healthcare REIT (AHR) in Q2 2026: 565,372 shares worth $29.5M. The stake represents 0.68% of the portfolio and ranks #37 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in AHR as recently as Q4 2024.

Zimmer Partners first reported a position in AHR in Q1 2024 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Zimmer Partners held 565,372 shares of American Healthcare REIT worth $29.5M as of Q2 2026.
  • American Healthcare REIT was a new Zimmer Partners position in Q2 2026.
  • American Healthcare REIT made up 0.68% of Zimmer Partners's portfolio in Q2 2026, its #37 holding.
  • Zimmer Partners first reported a position in American Healthcare REIT in Q1 2024 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.