Kestra Advisory Services’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 | $13.9M | Buy |
379,415
+856
| +0.2% | +$31.4K | 0.07% | 288 |
|
|
2025
Q1 | $11.5M | Sell |
378,559
-200,991
| -35% | -$6.09M | 0.06% | 316 |
|
|
2024
Q4 | $16.6M | Buy |
579,550
+102,425
| +21% | +$2.94M | 0.09% | 229 |
|
|
2024
Q3 | $12.5M | Buy |
477,125
+460,250
| +2,727% | +$12M | 0.07% | 300 |
|
|
2024
Q2 | $247K | Sell |
16,875
-1,528
| -8% | -$22.3K | ﹤0.01% | 2252 |
|
|
2024
Q1 | $271K | Buy |
+18,403
| New | +$271K | ﹤0.01% | 2073 |
|