Integrated Wealth Concepts’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	$539K	Buy	14,674 +8,019	+120%	+$295K	0.01%	1231
2025 Q1	$202K	Sell	6,655 -4,766	-42%	-$144K	﹤0.01%	1622
2024 Q4	$325K	Buy	11,421 +2,386	+26%	+$67.8K	﹤0.01%	1325
2024 Q3	$236K	Buy	+9,035	New	+$236K	﹤0.01%	1486