Fulcrum Equity Management’s American Healthcare REIT AHR Stock Holding History

Fulcrum Equity Management’s Portfolio AHR Stock Details AHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Buy	9,909 +4	+0%	+$197	0.42%	61
2026 Q1	$467K	Hold	9,905	–	–	0.45%	56
2025 Q4	$466K	Hold	9,905	–	–	0.45%	54
2025 Q3	$416K	Hold	9,905	–	–	0.42%	58
2025 Q2	$364K	Hold	9,905	–	–	0.37%	63
2025 Q1	$300K	Hold	9,905	–	–	0.33%	68
2024 Q4	$282K	Hold	9,905	–	–	0.28%	81
2024 Q3	$259K	Buy	+9,905	New	+$193K	0.22%	118

Other funds holding AHR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return