Creative Planning’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	$1.38M	Buy	37,467 +1,628	+5%	+$59.8K	﹤0.01%	1599
2025 Q1	$1.09M	Buy	35,839 +221	+0.6%	+$6.7K	﹤0.01%	1651
2024 Q4	$1.01M	Sell	35,618 -4,429	-11%	-$126K	﹤0.01%	1632
2024 Q3	$1.05M	Buy	+40,047	New	+$1.05M	﹤0.01%	1482