Envestnet Portfolio Solutions
AHR icon

Envestnet Portfolio Solutions’s American Healthcare REIT AHR Stock Holding History

Envestnet Portfolio Solutions’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 		$610K Sell
11,701
-290
-2% -$14.3K ﹤0.01% 904
2026
Q1 		$565K Buy
11,991
+593
+5% +$29.4K ﹤0.01% 849
2025
Q4 		$536K Buy
11,398
+58
+0.5% +$2.69K ﹤0.01% 1021
2025
Q3 		$476K Buy
11,340
+5,715
+102% +$230K ﹤0.01% 1054
2025
Q2 		$207K Buy
+5,625
New +$187K ﹤0.01% 1488
2025
Q1 		– Sell
-8,778
Closed -$249K – 1799
2024
Q4 		$249K Sell
8,778
-798
-8% -$21.5K ﹤0.01% 1583
2024
Q3 		$250K Buy
+9,576
New +$187K ﹤0.01% 1533

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 Portfolio Solutions's AHR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its American Healthcare REIT (AHR) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 11,701 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Envestnet Portfolio Solutions first reported a position in AHR in Q3 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Envestnet Portfolio Solutions held 11,701 shares of American Healthcare REIT worth $610K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 290 American Healthcare REIT shares in Q2 2026, an estimated $14.3K.
  • American Healthcare REIT made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #904 holding.
  • Envestnet Portfolio Solutions first reported a position in American Healthcare REIT in Q3 2024 and has held it in 7 quarters since.
  • 569 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.