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Vestmark Advisory Solutions’s American Healthcare REIT AHR Stock Holding History

Vestmark Advisory 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 		$2M Buy
38,297
+4,940
+15% +$243K 0.02% 714
2026
Q1 		$1.57M Sell
33,357
-70
-0.2% -$3.47K 0.02% 724
2025
Q4 		$1.57M Buy
+33,427
New +$1.55M 0.02% 660

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

Vestmark Advisory Solutions's AHR Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its American Healthcare REIT (AHR) stake by 15% in Q2 2026, buying an estimated $243K and bringing the position to 38,297 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #714.

Vestmark Advisory Solutions first reported a position in AHR in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Vestmark Advisory Solutions held 38,297 shares of American Healthcare REIT worth $2M as of Q2 2026.
  • Vestmark Advisory Solutions bought 4,940 American Healthcare REIT shares in Q2 2026, an estimated $243K.
  • American Healthcare REIT made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #714 holding.
  • Vestmark Advisory Solutions first reported a position in American Healthcare REIT in Q4 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.