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Joel Greenblatt’s AHR Holdings & Trades

First Buy
Q1 2025
Duration Held
5 Quarters
Largest Add
Q1 2025
+9,026 Shares
Current Position
11,677 Shares
$550,687 Value

Joel Greenblatt's AHR Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 11,677 shares of American Healthcare REIT, Inc. (AHR) worth $550,687, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in AHR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 3,825 shares. Largest reduction occurred in Q4 2025, reducing 652 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's American Healthcare REIT (AHR) Holding Value Over Time

Track share changes against reported price movement

Quarterly American Healthcare REIT (AHR) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -335 Reduce 2.79% 11,677 $47.16
Q4 2025 -652 Reduce 5.15% 12,012 $47.06
Q3 2025 -187 Reduce 1.46% 12,664 $42.01
Q2 2025 +3,825 Add 42.38% 12,851 $36.74
Q1 2025 +9,026 New Buy 9,026 $30.30

Joel Greenblatt's American Healthcare REIT Investment FAQs

Joel Greenblatt first purchased American Healthcare REIT, Inc. (AHR) in Q1 2025, acquiring 9,026 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held American Healthcare REIT, Inc. (AHR) for 5 quarters since Q1 2025.

Joel Greenblatt's largest addition to American Healthcare REIT, Inc. (AHR) was in Q1 2025, adding 9,026 shares worth $273,488.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 11,677 shares of American Healthcare REIT, Inc. (AHR), valued at approximately $550,687.

As of the Q1 2026 filing, American Healthcare REIT, Inc. (AHR) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in American Healthcare REIT, Inc. (AHR) was 12,851 shares, as reported at the end of Q2 2025.