HighPoint Advisor Group’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 | $2.87M | Buy |
78,240
+4,217
| +6% | +$155K | 0.15% | 114 |
|
|
2025
Q1 | $2.37M | Sell |
74,023
-18,716
| -20% | -$598K | 0.14% | 124 |
|
|
2024
Q4 | $2.56M | Sell |
92,739
-49,577
| -35% | -$1.37M | 0.14% | 125 |
|
|
2024
Q3 | $3.72M | Buy |
+142,316
| New | +$3.72M | 0.22% | 79 |
|
|
2024
Q2 | – | Sell |
-41,595
| Closed | -$586K | – | 641 |
|
|
2024
Q1 | $586K | Buy |
41,595
+4,100
| +11% | +$57.8K | 0.04% | 322 |
|
|
2023
Q4 | $546K | Buy |
+37,495
| New | +$546K | 0.04% | 337 |
|