Osaic Holdings
AHR icon

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
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

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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
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
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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