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

Axxcess Wealth Management’s Portfolio AHR Stock Details AHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,971
Closed -$227K – 946
2024
Q4 		$227K Sell
7,971
-10,647
-57% -$303K 0.01% 772
2024
Q3 		$486K Buy
+18,618
New +$486K 0.01% 552