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Oliver Lagore Vanvalin Investment Group’s American Healthcare REIT AHR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$11K Sell
387
-227
-37% -$6.11K ﹤0.01% 433
2024
Q3 		$16K Buy
+614
New +$12K ﹤0.01% 371

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AHR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its American Healthcare REIT (AHR) stake by 37% in Q4 2024, selling an estimated $6.11K and leaving 387 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Oliver Lagore Vanvalin Investment Group first reported a position in AHR in Q3 2024 and has held it in 2 quarters since. The position peaked at $16K in Q3 2024. 391 funds tracked by Wall St. Rank hold AHR as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 387 shares of American Healthcare REIT worth $11K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 227 American Healthcare REIT shares in Q4 2024, an estimated $6.11K.
  • American Healthcare REIT made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #433 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in American Healthcare REIT in Q3 2024 and has held it in 2 quarters since.
  • Oliver Lagore Vanvalin Investment Group's American Healthcare REIT position peaked at $16K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.