Leelyn Smith’s American Healthcare REIT AHR Stock Holding History

Leelyn Smith’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	$232K	Hold	4,450	–	–	0.03%	153
2026 Q1	$210K	Hold	4,450	–	–	0.03%	153
2025 Q4	$209K	Buy	+4,450	New	+$206K	0.03%	150

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leelyn Smith's AHR Position: Q2 2026 in Review

Leelyn Smith held its American Healthcare REIT (AHR) position steady in Q2 2026 at 4,450 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #153.

Leelyn Smith 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.

Leelyn Smith held 4,450 shares of American Healthcare REIT worth $232K as of Q2 2026.
Leelyn Smith left its American Healthcare REIT share count unchanged in Q2 2026.
American Healthcare REIT made up 0.03% of Leelyn Smith's portfolio in Q2 2026, its #153 holding.
Leelyn Smith 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 Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.