Envestnet Asset Management’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 | $11.7M | Buy |
318,097
+15,254
| +5% | +$560K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $9.18M | Sell |
302,843
-17,336
| -5% | -$525K | ﹤0.01% | 1727 |
|
|
2024
Q4 | $9.1M | Sell |
320,179
-26,536
| -8% | -$754K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $9.05M | Buy |
346,715
+121,210
| +54% | +$3.16M | ﹤0.01% | 1702 |
|
|
2024
Q2 | $3.29M | Sell |
225,505
-4,335
| -2% | -$63.3K | ﹤0.01% | 2300 |
|
|
2024
Q1 | $3.39M | Buy |
+229,840
| New | +$3.39M | ﹤0.01% | 2242 |
|