Sumitomo Mitsui Trust Group
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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
Q3 		$14.2M Buy
276,445
+8,213
+3% +$450K 0.01% 621
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% 712
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AHR Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its American Healthcare REIT (AHR) stake by 3.1% in Q3 2026, buying an estimated $450K and bringing the position to 276,445 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #621.

Sumitomo Mitsui Trust Group first reported a position in AHR in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.5M in Q2 2024. 419 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 276,445 shares of American Healthcare REIT worth $14.2M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 8,213 American Healthcare REIT shares in Q3 2026, an estimated $450K.
  • American Healthcare REIT made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #621 holding.
  • Sumitomo Mitsui Trust Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 11 quarters since.
  • Sumitomo Mitsui Trust Group's American Healthcare REIT position peaked at $16.5M in Q2 2024.
  • 419 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.