Focus Partners 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
$900K Sell
24,487
-1,322
-5% -$48.6K ﹤0.01% 1181
2025
Q1
$782K Sell
25,809
-1,781
-6% -$54K ﹤0.01% 1150
2024
Q4
$784K Sell
27,590
-15,510
-36% -$441K ﹤0.01% 1134
2024
Q3
$1.12M Buy
+43,100
New +$1.12M ﹤0.01% 901