Marshall Wace
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Marshall Wace’s American Healthcare REIT AHR Stock Holding History

Marshall Wace’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 		$18.5M Buy
+355,049
New +$17.4M 0.01% 760
2026
Q1 		– Sell
-33,617
Closed -$1.58M – 3746
2025
Q4 		$1.58M Buy
33,617
+13,921
+71% +$646K ﹤0.01% 1690
2025
Q3 		$827K Sell
19,696
-128,104
-87% -$5.15M ﹤0.01% 2021
2025
Q2 		$5.43M Buy
+147,800
New +$4.91M 0.01% 1100
2025
Q1 		– Sell
-196,929
Closed -$5.6M – 3165
2024
Q4 		$5.6M Buy
+196,929
New +$5.3M 0.01% 1007
2024
Q3 		– Sell
-310,677
Closed -$4.54M – 3029
2024
Q2 		$4.54M Sell
310,677
-233,479
-43% -$3.3M 0.01% 1039
2024
Q1 		$8.03M Buy
+544,156
New +$7.48M 0.01% 825

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

Marshall Wace's AHR Position: Q2 2026 in Review

Marshall Wace opened a new position in American Healthcare REIT (AHR) in Q2 2026: 355,049 shares worth $18.5M. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AHR as recently as Q4 2025.

Marshall Wace first reported a position in AHR in Q1 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Marshall Wace held 355,049 shares of American Healthcare REIT worth $18.5M as of Q2 2026.
  • American Healthcare REIT was a new Marshall Wace position in Q2 2026.
  • American Healthcare REIT made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #760 holding.
  • Marshall Wace first reported a position in American Healthcare REIT in Q1 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.