Concurrent Investment Advisors’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
$727K Sell
19,779
-5,271
-21% -$194K 0.01% 704
2025
Q1
$759K Buy
25,050
+230
+0.9% +$6.97K 0.02% 614
2024
Q4
$705K Buy
24,820
+213
+0.9% +$6.05K 0.02% 570
2024
Q3
$642K Buy
+24,607
New +$642K 0.02% 559