LPL Financial
AHR icon

LPL Financial’s American Healthcare REIT AHR Stock Holding History

LPL Financial’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 		$38M Buy
728,683
+46,703
+7% +$2.29M 0.01% 1164
2026
Q1 		$32.2M Sell
681,980
-41,778
-6% -$2.07M 0.01% 1146
2025
Q4 		$34.1M Sell
723,758
-35,035
-5% -$1.62M 0.01% 1068
2025
Q3 		$31.9M Sell
758,793
-43,116
-5% -$1.73M 0.01% 1078
2025
Q2 		$29.5M Buy
801,909
+38,049
+5% +$1.26M 0.01% 1031
2025
Q1 		$23.1M Sell
763,860
-86,374
-10% -$2.49M 0.01% 1066
2024
Q4 		$24.2M Sell
850,234
-108,916
-11% -$2.93M 0.01% 989
2024
Q3 		$25M Buy
959,150
+912,016
+1,935% +$17.8M 0.01% 929
2024
Q2 		$689K Buy
47,134
+5,237
+12% +$74K ﹤0.01% 3587
2024
Q1 		$618K Buy
+41,897
New +$576K ﹤0.01% 3596

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

LPL Financial's AHR Position: Q2 2026 in Review

LPL Financial increased its American Healthcare REIT (AHR) stake by 6.8% in Q2 2026, buying an estimated $2.29M and bringing the position to 728,683 shares worth $38M. The position accounts for 0.01% of the portfolio, ranked #1164.

LPL Financial first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • LPL Financial held 728,683 shares of American Healthcare REIT worth $38M as of Q2 2026.
  • LPL Financial bought 46,703 American Healthcare REIT shares in Q2 2026, an estimated $2.29M.
  • American Healthcare REIT made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1164 holding.
  • LPL Financial first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.