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
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

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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