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Onyx Bridge Wealth Group’s American Healthcare REIT AHR Stock Holding History

Onyx Bridge Wealth 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
2025
Q4 		– Sell
-8,697
Closed -$365K – 389
2025
Q3 		$365K Buy
8,697
+1,342
+18% +$53.9K 0.04% 259
2025
Q2 		$270K Hold
7,355
– – 0.04% 241
2025
Q1 		$223K Hold
7,355
– – 0.03% 251
2024
Q4 		$209K Buy
+7,355
New +$198K 0.03% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Onyx Bridge Wealth Group's AHR Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of American Healthcare REIT (AHR) in Q4 2025, closing a stake of 8,697 shares — an estimated $365K sold.

Onyx Bridge Wealth Group first reported a position in AHR in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q3 2025. 533 funds tracked by Wall St. Rank hold AHR as of Q4 2025.

  • Onyx Bridge Wealth Group reported no remaining American Healthcare REIT position as of Q4 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 8,697 American Healthcare REIT shares in Q4 2025, an estimated $365K.
  • Onyx Bridge Wealth Group first reported a position in American Healthcare REIT in Q4 2024 and held it in 4 quarters.
  • Onyx Bridge Wealth Group's American Healthcare REIT position peaked at $365K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held American Healthcare REIT as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.