Heritage Family Offices’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	$276K	Hold	9,080	–	–	0.14%	133
2025 Q1	$275K	Sell	9,080 -4,801	-35%	-$145K	0.14%	131
2024 Q4	$395K	Sell	13,881 -9,747	-41%	-$277K	0.2%	102
2024 Q3	$617K	Buy	+23,628	New	+$617K	0.32%	70