Sumitomo Mitsui Trust Group
AHR icon

Sumitomo Mitsui Trust Group’s American Healthcare REIT AHR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$14M Buy
268,232
+15,491
+6% +$761K 0.01% 646
2026
Q1 		$11.9M Buy
252,741
+5,352
+2% +$265K 0.01% 658
2025
Q4 		$11.6M Buy
247,389
+1,657
+0.7% +$76.8K 0.01% 670
2025
Q3 		$10.3M Sell
245,732
-27,131
-10% -$1.09M 0.01% 680
2025
Q2 		$10M Sell
272,863
-53,864
-16% -$1.79M 0.01% 674
2025
Q1 		$9.9M Sell
326,727
-1,338
-0.4% -$38.6K 0.01% 690
2024
Q4 		$9.32M Sell
328,065
-66,832
-17% -$1.8M 0.01% 707
2024
Q3 		$10.3M Sell
394,897
-735,369
-65% -$14.3M 0.01% 711
2024
Q2 		$16.5M Buy
1,130,266
+608,656
+117% +$8.6M 0.01% 666
2024
Q1 		$7.69M Buy
+521,610
New +$7.17M 0.01% 792

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AHR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its American Healthcare REIT (AHR) stake by 6.1% in Q2 2026, buying an estimated $761K and bringing the position to 268,232 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #646.

Sumitomo Mitsui Trust Group first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.5M in Q2 2024. 571 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 268,232 shares of American Healthcare REIT worth $14M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 15,491 American Healthcare REIT shares in Q2 2026, an estimated $761K.
  • American Healthcare REIT made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #646 holding.
  • Sumitomo Mitsui Trust Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • Sumitomo Mitsui Trust Group's American Healthcare REIT position peaked at $16.5M in Q2 2024.
  • 571 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.