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INDEPENDENT FINANCIAL GROUP, LLC → AHR
INDEPENDENT FINANCIAL GROUP, LLC AHR Position History
American Healthcare REIT, Inc. • Financial Services
Quarters held
10
Latest value
$4.2M
Q3 2026
Peak value
$9.5M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $9.5M |
| Q4 2024 | $4.3M |
| Q1 2025 | $5.7M |
| Q2 2025 | $5M |
| Q3 2025 | $5.6M |
| Q4 2025 | $6.1M |
| Q1 2026 | $5.6M |
| Q1 2026 | $5.6M |
| Q2 2026 | $5.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 82.7K | — | — |
| Q2 2026 | $5.8M | 110.8K | — | — |
| Q1 2026 | $5.6M | 119.0K | — | — |
| Q1 2026 | $5.6M | 117.9K | — | — |
| Q4 2025 | $6.1M | 129.8K | — | — |
| Q3 2025 | $5.6M | 133.2K | — | — |
| Q2 2025 | $5M | 136.3K | — | — |
| Q1 2025 | $5.7M | 187.6K | — | — |
| Q4 2024 | $4.3M | 151.7K | — | — |
| Q3 2024 | $9.5M | 365.8K | — | — |
Other funds holding AHR
$474M
$474M
$452.5M