LPL Financial’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 | $29.5M | Buy |
801,909
+38,049
| +5% | +$1.4M | 0.01% | 1029 |
|
|
2025
Q1 | $23.1M | Sell |
763,860
-86,374
| -10% | -$2.62M | 0.01% | 1064 |
|
|
2024
Q4 | $24.2M | Sell |
850,234
-108,916
| -11% | -$3.1M | 0.01% | 987 |
|
|
2024
Q3 | $25M | Buy |
959,150
+912,016
| +1,935% | +$23.8M | 0.01% | 927 |
|
|
2024
Q2 | $689K | Buy |
47,134
+5,237
| +12% | +$76.5K | ﹤0.01% | 3538 |
|
|
2024
Q1 | $618K | Buy |
+41,897
| New | +$618K | ﹤0.01% | 3554 |
|