SageView Advisory Group’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	$346K	Sell	9,344 -3,207	-26%	-$119K	0.01%	455
2025 Q1	$380K	Sell	12,551 -2,043	-14%	-$61.9K	0.02%	403
2024 Q4	$415K	Buy	14,594 +5,908	+68%	+$168K	0.02%	376
2024 Q3	$227K	Buy	+8,686	New	+$227K	0.01%	469