State Street
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State Street’s American Healthcare REIT AHR Stock Holding History

State Street’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
Q1 		$452M Buy
9,545,044
+2,459,374
+35% +$122M 0.02% 578
2025
Q4 		$335M Buy
7,085,670
+208,623
+3% +$9.67M 0.01% 703
2025
Q3 		$291M Sell
6,877,047
-25,897
-0.4% -$1.04M 0.01% 752
2025
Q2 		$255M Buy
6,902,944
+422,931
+7% +$14.1M 0.01% 774
2025
Q1 		$198M Buy
6,480,013
+126,422
+2% +$3.65M 0.01% 899
2024
Q4 		$182M Buy
6,353,591
+2,669,900
+72% +$71.8M 0.01% 993
2024
Q3 		$96.5M Buy
3,683,691
+2,538,177
+222% +$49.5M ﹤0.01% 1345
2024
Q2 		$16.9M Buy
1,145,514
+948,414
+481% +$13.4M ﹤0.01% 2252
2024
Q1 		$2.96M Buy
+197,100
New +$2.71M ﹤0.01% 3138

Other funds holding AHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return