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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	37,847 +3,681	+11%	+$135K	0.01%	979
2025 Q1	$1.04M	Buy	34,166 +6,621	+24%	+$201K	0.01%	1070
2024 Q4	$783K	Buy	27,545 +1,024	+4%	+$29.1K	﹤0.01%	1168
2024 Q3	$692K	Buy	26,521 +8,804	+50%	+$230K	﹤0.01%	1215
2024 Q2	$259K	Buy	+17,717	New	+$259K	﹤0.01%	1797