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Octavia Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Octavia Wealth 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
Q1 		– Sell
-6,533
Closed -$309K – 253
2025
Q4 		$309K Sell
6,533
-2,612
-29% -$121K 0.03% 187
2025
Q3 		$386K Buy
+9,145
New +$368K 0.04% 164
2025
Q2 		– Sell
-9,625
Closed -$294K – 245
2025
Q1 		$294K Hold
9,625
– – 0.04% 169
2024
Q4 		$276K Hold
9,625
– – 0.03% 180
2024
Q3 		$254K Buy
+9,625
New +$188K 0.03% 188

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Octavia Wealth Advisors's AHR Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of American Healthcare REIT (AHR) in Q1 2026, closing a stake of 6,533 shares — an estimated $309K sold.

Octavia Wealth Advisors first reported a position in AHR in Q3 2024 and held it in 5 quarters. The position peaked at $386K in Q3 2025. 518 funds tracked by Wall St. Rank hold AHR as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining American Healthcare REIT position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 6,533 American Healthcare REIT shares in Q1 2026, an estimated $309K.
  • Octavia Wealth Advisors first reported a position in American Healthcare REIT in Q3 2024 and held it in 5 quarters.
  • Octavia Wealth Advisors's American Healthcare REIT position peaked at $386K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.