LGT Financial Advisors’s American Healthcare REIT AHR Stock Holding History

LGT Financial Advisors’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	$7.04K	Buy	+135	New	+$6.63K	0.04%	159

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

LGT Financial Advisors's AHR Position: Q2 2026 in Review

LGT Financial Advisors opened a new position in American Healthcare REIT (AHR) in Q2 2026: 135 shares worth $7.04K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings.

568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

LGT Financial Advisors held 135 shares of American Healthcare REIT worth $7.04K as of Q2 2026.
American Healthcare REIT was a new LGT Financial Advisors position in Q2 2026.
American Healthcare REIT made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #159 holding.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.