Osaic Holdings
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Osaic Holdings’s American Healthcare REIT AHR Stock Holding History

Osaic Holdings’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 		$8.82M Buy
169,099
+1,191
+0.7% +$58.5K 0.01% 1119
2026
Q1 		$7.92M Sell
167,908
-21,020
-11% -$1.04M 0.01% 1059
2025
Q4 		$8.89M Sell
188,928
-35,942
-16% -$1.67M 0.01% 1014
2025
Q3 		$9.55M Sell
224,870
-34,779
-13% -$1.4M 0.01% 1039
2025
Q2 		$9.54M Sell
259,649
-11,073
-4% -$368K 0.02% 850
2025
Q1 		$8.21M Sell
270,722
-54,378
-17% -$1.57M 0.02% 785
2024
Q4 		$9.25M Sell
325,100
-15,073
-4% -$405K 0.02% 708
2024
Q3 		$8.89M Buy
340,173
+325,854
+2,276% +$6.35M 0.02% 734
2024
Q2 		$209K Buy
14,319
+2,445
+21% +$34.5K ﹤0.01% 3514
2024
Q1 		$175K Buy
+11,874
New +$163K ﹤0.01% 3795

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

Osaic Holdings's AHR Position: Q2 2026 in Review

Osaic Holdings increased its American Healthcare REIT (AHR) stake by 0.71% in Q2 2026, buying an estimated $58.5K and bringing the position to 169,099 shares worth $8.82M. The position accounts for 0.01% of the portfolio, ranked #1119.

Osaic Holdings first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.55M in Q3 2025. 572 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Osaic Holdings held 169,099 shares of American Healthcare REIT worth $8.82M as of Q2 2026.
  • Osaic Holdings bought 1,191 American Healthcare REIT shares in Q2 2026, an estimated $58.5K.
  • American Healthcare REIT made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1119 holding.
  • Osaic Holdings first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • Osaic Holdings's American Healthcare REIT position peaked at $9.55M in Q3 2025.
  • 572 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.