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OneAscent Financial Services’s American Healthcare REIT AHR Stock Holding History

OneAscent Financial Services’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 		$272K Buy
+5,212
New +$256K 0.01% 514
2025
Q2 		– Sell
-9,124
Closed -$276K – 570
2025
Q1 		$276K Sell
9,124
-3,926
-30% -$113K 0.02% 415
2024
Q4 		$371K Buy
+13,050
New +$351K 0.03% 309

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's AHR Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in American Healthcare REIT (AHR) in Q2 2026: 5,212 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in AHR as recently as Q1 2025.

OneAscent Financial Services first reported a position in AHR in Q4 2024 and has held it in 3 quarters since. The position peaked at $371K in Q4 2024. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • OneAscent Financial Services held 5,212 shares of American Healthcare REIT worth $272K as of Q2 2026.
  • American Healthcare REIT was a new OneAscent Financial Services position in Q2 2026.
  • American Healthcare REIT made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #514 holding.
  • OneAscent Financial Services first reported a position in American Healthcare REIT in Q4 2024 and has held it in 3 quarters since.
  • OneAscent Financial Services's American Healthcare REIT position peaked at $371K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.