GeoWealth Management’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	$478	Buy	+13	New	+$478	﹤0.01%	1180
2025 Q1	–	Sell	-17	Closed	-$483	–	1820
2024 Q4	$483	Sell	17 -23	-58%	-$653	﹤0.01%	1731
2024 Q3	$1.04K	Buy	+40	New	+$1.04K	﹤0.01%	1592