Envestnet Asset Management
AHR icon

Envestnet Asset Management’s American Healthcare REIT AHR Stock Holding History

Envestnet Asset Management’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 		$22M Buy
422,115
+91,573
+28% +$4.5M 0.01% 1386
2026
Q1 		$15.6M Buy
330,542
+48,836
+17% +$2.42M ﹤0.01% 1518
2025
Q4 		$13.3M Buy
281,706
+932
+0.3% +$43.2K ﹤0.01% 1515
2025
Q3 		$11.8M Sell
280,774
-37,323
-12% -$1.5M ﹤0.01% 1651
2025
Q2 		$11.7M Buy
318,097
+15,254
+5% +$507K ﹤0.01% 1630
2025
Q1 		$9.18M Sell
302,843
-17,336
-5% -$500K ﹤0.01% 1727
2024
Q4 		$9.1M Sell
320,179
-26,536
-8% -$714K ﹤0.01% 1718
2024
Q3 		$9.05M Buy
346,715
+121,210
+54% +$2.36M ﹤0.01% 1702
2024
Q2 		$3.29M Sell
225,505
-4,335
-2% -$61.3K ﹤0.01% 2300
2024
Q1 		$3.39M Buy
+229,840
New +$3.16M ﹤0.01% 2242

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management's AHR Position: Q2 2026 in Review

Envestnet Asset Management increased its American Healthcare REIT (AHR) stake by 28% in Q2 2026, buying an estimated $4.5M and bringing the position to 422,115 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #1386.

Envestnet Asset Management first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Envestnet Asset Management held 422,115 shares of American Healthcare REIT worth $22M as of Q2 2026.
  • Envestnet Asset Management bought 91,573 American Healthcare REIT shares in Q2 2026, an estimated $4.5M.
  • American Healthcare REIT made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1386 holding.
  • Envestnet Asset Management first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.