ENVESTNET ASSET MANAGEMENT INC
Position in AHR — American Healthcare REIT, Inc.
CIK 1407543
Berwyn, PA
Position in AHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,013,297
+$6,424,937 QoQ
Shares Held
422,115
+27.7% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 571 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $488,515,353 across 15 REIT - Healthcare Facilities names. AHR ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
916,367 | $207,987,817 | |
| 2 | VTR |
Ventas, Inc.
|
969,136 | $86,059,276 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
4,013,829 | $85,895,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
566,755 | $27,022,878 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,190,084 | $24,003,994 | |
| 6 | AHR |
American Healthcare REIT, Inc.
This page
|
422,115 | $22,013,297 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
502,189 | $20,263,326 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
324,305 | $6,327,190 |
All Filings in AHR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,013,297 | 422,115 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,588,360 | 330,542 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,257,084 | 281,706 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,795,315 | 280,774 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,686,883 | 318,097 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,176,142 | 302,843 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,099,487 | 320,179 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,049,261 | 346,715 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,294,628 | 225,505 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,390,140 | 229,840 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||