Heritage Family Offices, LLP AMERICAN HEALTHCARE REIT INC Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Number of Shares
9,080
Previous 13,881 34.59%
Holding current value
$275 Million
Previous $395 Million 30.26%
% of portfolio
0.14%
Previous 0.2%

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
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