SmallCap Account AHR Holdings History

Number of Shares
19,600.00
Current Holdings Value*
$593,880.00
% of Portfolio
0.39%
Total Estimate Gain
$155,036.00
% of Total Estimate Gain
27.44%

SmallCap Account's American Healthcare REIT Inc Holding Summary

As of 2025-03-31, PRINCIPAL VARIABLE CONTRACTS FUNDS INC held 19,600.00 shares of American Healthcare REIT Inc(AHR), totaling $593,880.00. This investment constitutes 0.39% of their stock portfolio, and PRINCIPAL VARIABLE CONTRACTS FUNDS INC now holds 0.01% of the outstanding American Healthcare REIT Inc(AHR) stock.

The initial trade took place in 2025Q1. And since then SmallCap Account has made 1 purchases of AHR, at an average price of $28.83, for a total of 19,600.00 shares. Based on historical transaction data and AHR's current price of $36.74, SmallCap Account's estimated gain on his AHR holdings is $155,036.00, reflecting a 27.44% gain to date.

SmallCap Account AHR ($36.74) Holding Chart

SmallCap Account AHR ($36.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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