OneAscent Financial Services LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1780985
BIRMINGHAM, AL
Position in AHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$271,805
-$4,652 QoQ
Shares Held
5,212
-42.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#423
of 568 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026OneAscent Financial Services LLC holds $646,532 across 2 REIT - Healthcare Facilities names. AHR ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,651 | $374,727 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
5,212 | $271,805 |
All Filings in AHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,805 | 5,212 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $276,457 | 9,124 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $370,881 | 13,050 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||