Envestnet Portfolio Solutions, Inc.
Position in AHR — American Healthcare REIT, Inc.
CIK 1998033
BERWYN, PA
Position in AHR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$610,207
+$44,712 QoQ
Shares Held
11,701
-2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#319
of 571 holders
Holding Since
Sep 2024
7 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 Portfolio Solutions, Inc. holds $7,854,653 across 6 REIT - Healthcare Facilities names. AHR ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,790 | $4,491,736 | |
| 2 | VTR |
Ventas, Inc.
|
10,760 | $955,488 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
22,148 | $893,671 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
28,992 | $620,428 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
11,701 | $610,207 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,938 | $283,123 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,207 | 11,701 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $565,495 | 11,991 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $536,389 | 11,398 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $476,393 | 11,340 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $206,662 | 5,625 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $249,470 | 8,778 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $249,933 | 9,576 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||