Sage View Advisory Group, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
9,344
Previous 12,551 25.55%
Holding current value
$346 Million
Previous $380 Million 9.06%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-3,207 Reduced 25.55%
9,344 $346 Million
Q1 2025

May 19, 2025
SELL
N/A
-2,043 Reduced 14.0%
12,551 $380 Million
Q4 2024

Feb 13, 2025
BUY
N/A
5,908 Added 68.02%
14,594 $415 Million
Q3 2024

Nov 14, 2024
BUY
N/A
8,686 New
8,686 $227 Million
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email