Heritage Family Offices, LLP AMERICAN HEALTHCARE REIT INC Transaction History

Heritage Family Offices, LLP

  • $198 Billion
  • Q2 2025
Number of Shares
9,080
Previous 9,080 -0.0%
Holding current value
$276 Million
Previous $275 Million 0.43%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
N/A
-4,801 Reduced 34.59%
9,080 $275 Million
Q4 2024

Jan 14, 2025
SELL
N/A
-9,747 Reduced 41.25%
13,881 $395 Million
Q3 2024

Oct 16, 2024
BUY
N/A
23,628 New
23,628 $617 Million
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email