UCFA
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United Capital Financial Advisors’s American Healthcare REIT AHR Stock Holding History

United Capital Financial Advisors’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$522K Buy
14,220
+516
+4% +$19K ﹤0.01% 756
2025
Q1 		$415K Sell
13,704
-3,256
-19% -$98.7K ﹤0.01% 794
2024
Q4 		$482K Hold
16,960
– – ﹤0.01% 736
2024
Q3 		$443K Buy
+16,960
New +$443K ﹤0.01% 754