N.E.W. 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	$754K	Sell	20,522 -7,317	-26%	-$269K	0.07%	91
2025 Q1	$844K	Sell	27,839 -13,704	-33%	-$415K	0.06%	94
2024 Q4	$1.18M	Sell	41,543 -4,177	-9%	-$119K	0.11%	73
2024 Q3	$1.19M	Buy	+45,720	New	+$1.19M	0.12%	67