Axa’s American Healthcare REIT AHR Stock Holding History

Axa’s Portfolio AHR Stock Details AHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-171,191	Closed	-$2.5M	–	1142
2024 Q2	$2.5M	Hold	171,191	–	–	0.01%	707
2024 Q1	$2.53M	Buy	+171,191	New	+$2.35M	0.01%	716

Other funds holding AHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Axa's AHR Position: Q3 2024 in Review

Axa sold out of American Healthcare REIT (AHR) in Q3 2024, closing a stake of 171,191 shares — an estimated $2.5M sold.

Axa first reported a position in AHR in Q1 2024 and held it in 2 quarters. The position peaked at $2.53M in Q1 2024. 368 funds tracked by Wall St. Rank hold AHR as of Q3 2024.

Axa reported no remaining American Healthcare REIT position as of Q3 2024 after selling out during the quarter.
Axa sold 171,191 American Healthcare REIT shares in Q3 2024, an estimated $2.5M.
Axa first reported a position in American Healthcare REIT in Q1 2024 and held it in 2 quarters.
Axa's American Healthcare REIT position peaked at $2.53M in Q1 2024.
368 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2024.

Based on Axa's 13F filing for Q3 2024, filed 14 Nov 2024.