Sumitomo Mitsui DS Asset Management’s American Healthcare REIT AHR Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$2.47M	Buy	47,405 +7,135	+18%	+$351K	0.02%	508
2026 Q1	$1.9M	Hold	40,270	–	–	0.02%	533
2025 Q4	$1.9M	Buy	40,270 +3,302	+9%	+$153K	0.01%	538
2025 Q3	$1.55M	Buy	36,968 +3,007	+9%	+$121K	0.01%	560
2025 Q2	$1.25M	Buy	33,961 +3,066	+10%	+$102K	0.01%	587
2025 Q1	$936K	Hold	30,895	–	–	0.01%	634
2024 Q4	$878K	Buy	30,895 +4,090	+15%	+$110K	0.01%	648
2024 Q3	$700K	Buy	26,805 +11,932	+80%	+$232K	0.01%	669
2024 Q2	$217K	Buy	+14,873	New	+$210K	﹤0.01%	748

Other funds holding AHR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's AHR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its American Healthcare REIT (AHR) stake by 18% in Q2 2026, buying an estimated $351K and bringing the position to 47,405 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #508.

Sumitomo Mitsui DS Asset Management first reported a position in AHR in Q2 2024 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 47,405 shares of American Healthcare REIT worth $2.47M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 7,135 American Healthcare REIT shares in Q2 2026, an estimated $351K.
American Healthcare REIT made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #508 holding.
Sumitomo Mitsui DS Asset Management first reported a position in American Healthcare REIT in Q2 2024 and has held it in 9 quarters since.
570 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.