AssetMark Inc’s American Healthcare REIT AHR Stock Holding History

AssetMark Inc’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 Q3	$390K	Buy	7,599 +671	+10%	+$36.7K	﹤0.01%	1301
2026 Q2	$361K	Buy	6,928 +1,725	+33%	+$84.8K	﹤0.01%	1301
2026 Q1	$245K	Buy	5,203 +402	+8%	+$19.9K	﹤0.01%	1307
2025 Q4	$226K	Sell	4,801 -1,717	-26%	-$79.6K	﹤0.01%	1278
2025 Q3	$274K	Sell	6,518 -65	-1%	-$2.61K	﹤0.01%	1202
2025 Q2	$242K	Sell	6,583 -395	-6%	-$13.1K	﹤0.01%	1175
2025 Q1	$211K	Buy	6,978 +4,363	+167%	+$126K	﹤0.01%	1129
2024 Q4	$74.3K	Buy	2,615 +2,008	+331%	+$54K	﹤0.01%	1309
2024 Q3	$15.8K	Buy	607 +585	+2,659%	+$11.4K	﹤0.01%	1545
2024 Q2	$321	Buy	+22	New	+$311	﹤0.01%	1970

Other funds holding AHR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AssetMark Inc's AHR Position: Q3 2026 in Review

AssetMark Inc increased its American Healthcare REIT (AHR) stake by 9.7% in Q3 2026, buying an estimated $36.7K and bringing the position to 7,599 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

AssetMark Inc first reported a position in AHR in Q2 2024 and has held it in 10 quarters since. 234 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

AssetMark Inc held 7,599 shares of American Healthcare REIT worth $390K as of Q3 2026.
AssetMark Inc bought 671 American Healthcare REIT shares in Q3 2026, an estimated $36.7K.
American Healthcare REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1301 holding.
AssetMark Inc first reported a position in American Healthcare REIT in Q2 2024 and has held it in 10 quarters since.
234 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.