OneDigital Investment Advisors LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in AHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,708,305
+$422,460 QoQ
Shares Held
51,933
+7.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#193
of 571 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $5,816,200 across 4 REIT - Healthcare Facilities names. AHR ranks #1 (46.6% of the industry book) .
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,305 | 51,933 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,285,845 | 48,470 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,176,525 | 46,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,903,767 | 45,317 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,894,792 | 51,573 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,896,458 | 128,596 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,672,674 | 164,415 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,558,239 | 136,331 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||