Versant Capital Management’s American Healthcare REIT AHR Stock Holding History

Versant Capital Management’s Portfolio AHR Stock Details AHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.1K	Sell	903 -18	-2%	-$884	﹤0.01%	1399
2026 Q1	$43.4K	Buy	921 +23	+3%	+$1.14K	﹤0.01%	1318
2025 Q4	$42.3K	Buy	898 +28	+3%	+$1.3K	0.01%	1181
2025 Q3	$36.5K	Hold	870	–	–	0.01%	1217
2025 Q2	$32K	Buy	870 +3	+0.3%	+$100	﹤0.01%	1233
2025 Q1	$26.3K	Hold	867	–	–	﹤0.01%	1189
2024 Q4	$24.6K	Hold	867	–	–	0.01%	923
2024 Q3	$22.6K	Buy	+867	New	+$16.9K	0.01%	761

Other funds holding AHR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return