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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc's AHR Position: Q2 2026 in Review

AssetMark Inc increased its American Healthcare REIT (AHR) stake by 33% in Q2 2026, buying an estimated $84.8K and bringing the position to 6,928 shares worth $361K. 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 9 quarters since. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

AssetMark Inc held 6,928 shares of American Healthcare REIT worth $361K as of Q2 2026.
AssetMark Inc bought 1,725 American Healthcare REIT shares in Q2 2026, an estimated $84.8K.
American Healthcare REIT made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1301 holding.
AssetMark Inc first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.