Corient Private Wealth’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
$327K Buy
8,909
+876
+11% +$32.2K ﹤0.01% 2028
2025
Q1
$243K Sell
8,033
-2,560
-24% -$77.6K ﹤0.01% 1958
2024
Q4
$301K Sell
10,593
-2,061
-16% -$58.6K ﹤0.01% 1892
2024
Q3
$330K Buy
+12,654
New +$330K ﹤0.01% 1944