LFG
AHR icon

Larson Financial Group’s American Healthcare REIT AHR Stock Holding History

Larson Financial Group’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 		$32K Sell
614
-1
-0.2% -$49 ﹤0.01% 1744
2026
Q1 		$29K Sell
615
-176
-22% -$8.72K ﹤0.01% 1646
2025
Q4 		$37.2K Sell
791
-74
-9% -$3.43K ﹤0.01% 1392
2025
Q3 		$36.3K Sell
865
-2,741
-76% -$110K ﹤0.01% 1302
2025
Q2 		$132K Sell
3,606
-3,712
-51% -$123K 0.01% 759
2025
Q1 		$222K Sell
7,318
-632
-8% -$18.2K 0.01% 611
2024
Q4 		$226K Sell
7,950
-4,702
-37% -$126K 0.01% 541
2024
Q3 		$330K Buy
+12,652
New +$247K 0.02% 444

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

Larson Financial Group's AHR Position: Q2 2026 in Review

Larson Financial Group reduced its American Healthcare REIT (AHR) stake by 0.16% in Q2 2026, selling an estimated $49 and leaving 614 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Larson Financial Group first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $330K in Q3 2024. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Larson Financial Group held 614 shares of American Healthcare REIT worth $32K as of Q2 2026.
  • Larson Financial Group sold 1 American Healthcare REIT share in Q2 2026, an estimated $49.
  • American Healthcare REIT made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1744 holding.
  • Larson Financial Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's American Healthcare REIT position peaked at $330K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.