Fortis Group Advisors’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
$1.05M Sell
27,356
-2,231
-8% -$85.5K 0.19% 108
2025
Q1
$896K Sell
29,587
-164
-0.6% -$4.97K 0.17% 114
2024
Q4
$846K Buy
29,751
+7,693
+35% +$219K 0.16% 108
2024
Q3
$576K Buy
+22,058
New +$576K 0.11% 114