EASTERLY INVESTMENT PARTNERS LLC AHR — AMERICAN HEALTHCARE REIT INC

Ownership history in EASTERLY INVESTMENT PARTNERS LLC  ·  4 quarters on record

AI Ownership Summary

EASTERLY INVESTMENT PARTNERS LLC reported AMERICAN HEALTHCARE REIT INC (AHR) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows AHR at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERLY INVESTMENT PARTNERS LLC's position in AMERICAN HEALTHCARE REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AHR was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AHR stock page EASTERLY INVESTMENT PARTNERS LLC fund profile EASTERLY INVESTMENT PARTNERS LLC full holdings
How EASTERLY INVESTMENT PARTNERS LLC held AHR — position size vs. price
% of Fund (quarterly)    AHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 174,890 -215,238 -55.2% 0.63% $8.2M 2026-05-11 $50.38
2025 Q4 ADDED — — — 390,128 +140,475 +56.3% 1.13% $18.4M 2026-02-10 $50.20
2025 Q1 REDUCED — — — 249,653 -3,347 -1.3% 0.63% $7.6M 2025-05-02 $31.79
2024 Q3 INITIATED — — — 253,000 — — 0.53% $6.6M 2024-11-01 $25.13

🏢 Other funds also holding AHR

As of 2026 Q1 — sorted by position size

Bayhunt Capital LLC 9.69% Land & Buildings Investment Management, LLC 3Y 7Y 8.06% Clarion Wealth Managment Partners, LLC 5.32% Waterfront Capital Partners, LLC 3Y 7Y 4.94% GRS Advisors, LLC 3Y 7Y 4.76% B&I Capital AG 3Y 4.01% Renaissance Capital LLC 3Y 3.07% Cander Asset Management LP 2.43% RIK SAYLOR FINANCIAL, INC. 1.73% KINGDON CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.55%

FAQ About EASTERLY INVESTMENT PARTNERS LLC and AHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERLY INVESTMENT PARTNERS LLC reported owning AHR?

EASTERLY INVESTMENT PARTNERS LLC reported AHR across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AHR position in EASTERLY INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for AHR was 1.13% in 2025 Q4.

What is the latest reported AHR position on this page?

The most recent filing on this page is 2026 Q1, when EASTERLY INVESTMENT PARTNERS LLC reported 174,890 shares, equal to 0.63% of portfolio, with an estimated market value of $8.2M.

What does the chart on this AHR ownership page compare?

The chart compares EASTERLY INVESTMENT PARTNERS LLC's quarterly AHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERLY INVESTMENT PARTNERS LLC time their AHR position?

Based on 13F filing dates vs. subsequent AHR price moves, EASTERLY INVESTMENT PARTNERS LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AHR relative to SPY over the holding period was +25.8%.

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