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Lion Street Advisors’s American Healthcare REIT AHR Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-7,373
Closed -$271K – 340
2025
Q2 		$271K Buy
7,373
+430
+6% +$14.3K 0.08% 226
2025
Q1 		$210K Sell
6,943
-1,389
-17% -$40K 0.07% 253
2024
Q4 		$237K Sell
8,332
-1,853
-18% -$49.8K 0.08% 231
2024
Q3 		$266K Buy
+10,185
New +$198K 0.09% 214

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lion Street Advisors's AHR Position: Q3 2025 in Review

Lion Street Advisors sold out of American Healthcare REIT (AHR) in Q3 2025, closing a stake of 7,373 shares — an estimated $271K sold.

Lion Street Advisors first reported a position in AHR in Q3 2024 and held it in 4 quarters. The position peaked at $271K in Q2 2025. 450 funds tracked by Wall St. Rank hold AHR as of Q3 2025.

  • Lion Street Advisors reported no remaining American Healthcare REIT position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 7,373 American Healthcare REIT shares in Q3 2025, an estimated $271K.
  • Lion Street Advisors first reported a position in American Healthcare REIT in Q3 2024 and held it in 4 quarters.
  • Lion Street Advisors's American Healthcare REIT position peaked at $271K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.