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Concurrent Investment Advisors, LLC → AHR
Concurrent Investment Advisors, LLC AHR Position History
American Healthcare REIT, Inc. • Financial Services
Quarters held
9
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $830K |
| Q4 2025 | $982K |
| Q4 2025 | $1K |
| Q1 2026 | $864K |
| Q1 2026 | $125K |
| Q2 2026 | $143K |
| Q2 2026 | $920K |
| Q3 2026 | $14K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 20.3K | — | — |
| Q3 2026 | $14K | 271 | — | — |
| Q2 2026 | $920K | 17.6K | — | — |
| Q2 2026 | $143K | 2.7K | — | — |
| Q1 2026 | $125K | 2.7K | — | — |
| Q1 2026 | $864K | 18.3K | — | — |
| Q4 2025 | $1K | 25 | — | — |
| Q4 2025 | $982K | 20.9K | — | — |
| Q3 2025 | $830K | 19.8K | — | — |