Peak Financial Advisors’s American Healthcare REIT AHR Stock Holding History

Peak Financial Advisors’s Portfolio AHR Stock Details AHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$546K	Sell
2025 Q2	$479K	Sell
2025 Q1	$761K	Hold
2024 Q4	$714K	Sell
2024 Q3	$703K	Sell
2024 Q2	$455K	Buy
2024 Q1	$416K	Buy