Avantax Advisory Services’s American Healthcare REIT AHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
37,847
+3,681
+11% +$122K 0.01% 979
2025
Q1
$1.04M Buy
34,166
+6,621
+24% +$191K 0.01% 1070
2024
Q4
$783K Buy
27,545
+1,024
+4% +$27.5K ﹤0.01% 1168
2024
Q3
$692K Buy
26,521
+8,804
+50% +$172K ﹤0.01% 1215
2024
Q2
$259K Buy
+17,717
New +$250K ﹤0.01% 1797

Other funds holding AHR

Avantax Advisory Services's AHR Position: Q2 2025 in Review

Avantax Advisory Services increased its American Healthcare REIT (AHR) stake by 11% in Q2 2025, buying an estimated $122K and bringing the position to 37,847 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #979.

Avantax Advisory Services first reported a position in AHR in Q2 2024 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AHR as of Q2 2025.

  • Avantax Advisory Services held 37,847 shares of American Healthcare REIT worth $1.39M as of Q2 2025.
  • Avantax Advisory Services bought 3,681 American Healthcare REIT shares in Q2 2025, an estimated $122K.
  • American Healthcare REIT made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #979 holding.
  • Avantax Advisory Services first reported a position in American Healthcare REIT in Q2 2024 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.