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EP Wealth Advisors’s American Healthcare REIT AHR Stock Holding History

EP Wealth Advisors’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,254
Closed -$206K – 1374
2024
Q4 		$206K Buy
+7,254
New +$206K ﹤0.01% 1064