DAS
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Dynamic Advisor Solutions’s American Healthcare REIT AHR Stock Holding History

Dynamic Advisor Solutions’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Sell
80,337
-943
-1% -$46.3K 0.12% 186
2026
Q1 		$3.83M Buy
81,280
+31,660
+64% +$1.57M 0.12% 189
2025
Q4 		$2.34M Sell
49,620
-1,306
-3% -$60.6K 0.07% 263
2025
Q3 		$2.14M Sell
50,926
-1,694
-3% -$68.1K 0.06% 305
2025
Q2 		$1.93M Sell
52,620
-1,370
-3% -$45.5K 0.06% 315
2025
Q1 		$1.64M Sell
53,990
-1,411
-3% -$40.7K 0.05% 319
2024
Q4 		$1.57M Sell
55,401
-3,982
-7% -$107K 0.07% 249
2024
Q3 		$1.55M Buy
+59,383
New +$1.16M 0.05% 348

Other funds holding AHR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return