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AE Wealth Management’s American Healthcare REIT AHR Stock Holding History

AE Wealth Management’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$706K Sell
19,212
-2,144
-10% -$78.8K 0.01% 815
2025
Q1 		$647K Buy
21,356
+1,455
+7% +$44.1K 0.01% 841
2024
Q4 		$566K Sell
19,901
-13,884
-41% -$395K ﹤0.01% 870
2024
Q3 		$882K Buy
+33,785
New +$882K 0.01% 724