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Lifestyle Asset Management’s American Healthcare REIT AHR Stock Holding History

Lifestyle Asset Management’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 		$494K Hold
9,482
– – 0.13% 77
2026
Q1 		$447K Hold
9,482
– – 0.15% 84
2025
Q4 		$446K Hold
9,482
– – 0.15% 87
2025
Q3 		$398K Hold
9,482
– – 0.14% 93
2025
Q2 		$348K Hold
9,482
– – 0.16% 91
2025
Q1 		$287K Sell
9,482
-1,804
-16% -$52K 0.16% 82
2024
Q4 		$321K Sell
11,286
-11,022
-49% -$296K 0.17% 77
2024
Q3 		$582K Buy
+22,308
New +$435K 0.32% 55

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

Lifestyle Asset Management's AHR Position: Q2 2026 in Review

Lifestyle Asset Management held its American Healthcare REIT (AHR) position steady in Q2 2026 at 9,482 shares worth $494K. The position accounts for 0.13% of the portfolio, ranked #77.

Lifestyle Asset Management first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $582K in Q3 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Lifestyle Asset Management held 9,482 shares of American Healthcare REIT worth $494K as of Q2 2026.
  • Lifestyle Asset Management left its American Healthcare REIT share count unchanged in Q2 2026.
  • American Healthcare REIT made up 0.13% of Lifestyle Asset Management's portfolio in Q2 2026, its #77 holding.
  • Lifestyle Asset Management first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
  • Lifestyle Asset Management's American Healthcare REIT position peaked at $582K in Q3 2024.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.