CAAS
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Capital Asset Advisory Services’s American Healthcare REIT AHR Stock Holding History

Capital Asset Advisory Services’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 -$225K – 323
2024
Q4 		$225K Sell
7,971
-10,647
-57% -$300K 0.01% 291
2024
Q3 		$462K Buy
+18,618
New +$462K 0.02% 190