Advisory Resource Group’s American Healthcare REIT AHR Stock Holding History

Advisory Resource 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
2026 Q2	$830K	Hold	15,916	–	–	0.12%	130
2026 Q1	$751K	Hold	15,916	–	–	0.13%	119
2025 Q4	$749K	Sell	15,916 -2,647	-14%	-$123K	0.13%	117
2025 Q3	$780K	Sell	18,563 -169	-0.9%	-$6.79K	0.14%	122
2025 Q2	$688K	Sell	18,732 -6,663	-26%	-$221K	0.13%	122
2025 Q1	$769K	Sell	25,395 -2,552	-9%	-$73.6K	0.16%	117
2024 Q4	$794K	Sell	27,947 -938	-3%	-$25.2K	0.17%	110
2024 Q3	$754K	Buy	+28,885	New	+$563K	0.16%	110

Other funds holding AHR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return