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Foundations Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Foundations Investment 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
Q2 		$472K Buy
12,852
+4,784
+59% +$176K 0.01% 597
2025
Q1 		$244K Sell
8,068
-1,246
-13% -$37.8K ﹤0.01% 774
2024
Q4 		$265K Sell
9,314
-12,430
-57% -$353K 0.01% 690
2024
Q3 		$568K Buy
+21,744
New +$568K 0.01% 492