Bank of New York Mellon’s American Healthcare REIT AHR Stock Holding History

Bank of New York Mellon’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
2026 Q2	$78M	Sell	1,495,661 -85,259	-5%	-$4.19M	0.01%	807
2026 Q1	$74.6M	Buy	1,580,920 +512,663	+48%	+$25.4M	0.01%	776
2025 Q4	$50.3M	Sell	1,068,257 -65,074	-6%	-$3.02M	0.01%	1000
2025 Q3	$47.6M	Buy	1,133,331 +327,532	+41%	+$13.2M	0.01%	1043
2025 Q2	$29.6M	Buy	805,799 +84,370	+12%	+$2.8M	0.01%	1303
2025 Q1	$21.9M	Sell	721,429 -7,424	-1%	-$214K	﹤0.01%	1455
2024 Q4	$20.7M	Buy	728,853 +424,773	+140%	+$11.4M	﹤0.01%	1546
2024 Q3	$7.94M	Buy	304,080 +73,653	+32%	+$1.44M	﹤0.01%	2055
2024 Q2	$3.37M	Buy	+230,427	New	+$3.26M	﹤0.01%	2532

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon's AHR Position: Q2 2026 in Review

Bank of New York Mellon reduced its American Healthcare REIT (AHR) stake by 5.4% in Q2 2026, selling an estimated $4.19M and leaving 1,495,661 shares worth $78M. The position accounts for 0.01% of the portfolio, ranked #807.

Bank of New York Mellon first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Bank of New York Mellon held 1,495,661 shares of American Healthcare REIT worth $78M as of Q2 2026.
Bank of New York Mellon sold 85,259 American Healthcare REIT shares in Q2 2026, an estimated $4.19M.
American Healthcare REIT made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #807 holding.
Bank of New York Mellon first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
356 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.