Lifestyle Asset Management, Inc. AHR — AMERICAN HEALTHCARE REIT INC

Ownership history in Lifestyle Asset Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Lifestyle Asset Management, Inc. reported AMERICAN HEALTHCARE REIT INC (AHR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows AHR at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifestyle Asset Management, Inc.'s position in AMERICAN HEALTHCARE REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AHR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AHR stock page Lifestyle Asset Management, Inc. fund profile Lifestyle Asset Management, Inc. full holdings
How Lifestyle Asset Management, Inc. held AHR — position size vs. price
% of Fund (quarterly)    AHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 9,482 — 0% 0.13% $494K 2026-07-20 $56.66
2026 Q1 UNCHANGED — — — 9,482 — 0% 0.15% $447K 2026-04-10 $48.99
2025 Q4 UNCHANGED — — — 9,482 — 0% 0.15% $446K 2026-02-11 $51.01
2025 Q3 UNCHANGED — — — 9,482 — 0% 0.14% $398K 2025-10-09 $39.92
2025 Q2 UNCHANGED — — — 9,482 — 0% 0.16% $348K 2025-07-09 $35.28
2025 Q1 REDUCED 16.0% +22.1% ❌ 9,482 -1,804 -16.0% 0.16% $287K 2025-04-10 $28.15
2024 Q4 REDUCED 49.4% +7.5% ❌ 11,286 -11,022 -49.4% 0.17% $321K 2025-01-17 $26.90
2024 Q3 INITIATED — — — 22,308 — — 0.32% $582K 2024-10-31 $25.42

🏢 Other funds also holding AHR

As of 2026 Q2 — sorted by position size

Harbour Capital Advisors, LLC 3Y 7Y 0.69% Glass Jacobson Investment Advisors llc 3Y 0.64% PETRA FINANCIAL ADVISORS INC 3Y 0.62% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.58% EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 0.47% Fulcrum Equity Management 3Y 7Y 0.38% Gallacher Capital Management LLC 3Y 0.37% Legacy Wealth Asset Management, LLC 3Y 0.32% MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3Y 7Y 0.28% PEAK FINANCIAL ADVISORS LLC 3Y 0.27%

FAQ About Lifestyle Asset Management, Inc. and AHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifestyle Asset Management, Inc. reported owning AHR?

Lifestyle Asset Management, Inc. reported AHR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AHR position in Lifestyle Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for AHR was 0.32% in 2024 Q3.

What is the latest reported AHR position on this page?

The most recent filing on this page is 2026 Q2, when Lifestyle Asset Management, Inc. reported 9,482 shares, equal to 0.13% of portfolio, with an estimated market value of $494K.

What does the chart on this AHR ownership page compare?

The chart compares Lifestyle Asset Management, Inc.'s quarterly AHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lifestyle Asset Management, Inc. time their AHR position?

Based on 13F filing dates vs. subsequent AHR price moves, Lifestyle Asset Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AHR relative to SPY over the holding period was +4137.1%.

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