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Arete Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

Arete Wealth Advisors’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 		$495K Buy
13,465
+4,255
+46% +$156K 0.04% 410
2025
Q1 		$279K Sell
9,210
-48,195
-84% -$1.46M 0.02% 564
2024
Q4 		$1.63M Buy
57,405
+5,145
+10% +$146K 0.12% 180
2024
Q3 		$1.35M Buy
+52,260
New +$1.35M 0.12% 173