OneDigital Investment Advisors’s American Healthcare REIT AHR Stock Holding History

OneDigital Investment 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 Q2	$2.71M	Buy	51,933 +3,463	+7%	+$170K	0.02%	431
2026 Q1	$2.29M	Buy	48,470 +2,220	+5%	+$110K	0.02%	441
2025 Q4	$2.18M	Buy	46,250 +933	+2%	+$43.3K	0.02%	438
2025 Q3	$1.9M	Sell	45,317 -6,256	-12%	-$251K	0.02%	449
2025 Q2	$1.89M	Sell	51,573 -77,023	-60%	-$2.56M	0.02%	445
2025 Q1	$3.9M	Sell	128,596 -35,819	-22%	-$1.03M	0.05%	271
2024 Q4	$4.67M	Buy	164,415 +28,084	+21%	+$755K	0.05%	252
2024 Q3	$3.56M	Buy	+136,331	New	+$2.66M	0.04%	308

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OneDigital Investment Advisors's AHR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its American Healthcare REIT (AHR) stake by 7.1% in Q2 2026, buying an estimated $170K and bringing the position to 51,933 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #431.

OneDigital Investment Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q4 2024. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

OneDigital Investment Advisors held 51,933 shares of American Healthcare REIT worth $2.71M as of Q2 2026.
OneDigital Investment Advisors bought 3,463 American Healthcare REIT shares in Q2 2026, an estimated $170K.
American Healthcare REIT made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #431 holding.
OneDigital Investment Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
OneDigital Investment Advisors's American Healthcare REIT position peaked at $4.67M in Q4 2024.
568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.