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American Healthcare Reit shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 9.1k 42.26
2025-03-31 $294k 9.6k 30.55
2024-12-31 $276k 9.6k 28.67
2024-09-30 $254k 9.6k 26.35

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View all positions for Octavia Wealth Advisors

Top funds holding American Healthcare Reit

Vanguard Group
BlackRock
Principal Financial Group
Wellington Management Company
State Street Corporation
Invesco
Geode Capital Management
Alliancebernstein
Prudential Financial
FMR
Centersquare Investment Management
American Century Companies
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding American Healthcare Reit