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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