Bank of New York Mellon
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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. 346 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.
  • 346 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.