Marshall Wace
AHR icon

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
Q1 		– Sell
-33,617
Closed -$1.58M – 3758
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 – 3190
2024
Q4 		$5.6M Buy
+196,929
New +$5.3M 0.01% 1007
2024
Q3 		– Sell
-310,677
Closed -$4.54M – 3062
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return