CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s American Healthcare REIT AHR Stock Holding History

CAPTRUST Financial 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 		$754K Sell
20,512
-954
-4% -$35.1K ﹤0.01% 1485
2025
Q1 		$650K Sell
21,466
-1,179
-5% -$35.7K ﹤0.01% 1492
2024
Q4 		$644K Sell
22,645
-6,194
-21% -$176K ﹤0.01% 1474
2024
Q3 		$753K Buy
+28,839
New +$753K ﹤0.01% 1353