Sumitomo Mitsui Trust Group
AHRT

Sumitomo Mitsui Trust Group’s AH Realty Trust AHRT Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Sell
86,387
-1,425
-2% -$9.1K ﹤0.01% 943
2025
Q4 		$581K Sell
87,812
-1,173
-1% -$7.74K ﹤0.01% 927
2025
Q3 		$624K Buy
88,985
+5,732
+7% +$40.6K ﹤0.01% 912
2025
Q2 		$572K Hold
83,253
– – ﹤0.01% 906
2025
Q1 		$625K Buy
83,253
+828
+1% +$7.52K ﹤0.01% 910
2024
Q4 		$843K Buy
82,425
+12,304
+18% +$134K ﹤0.01% 899
2024
Q3 		$759K Hold
70,121
– – ﹤0.01% 920
2024
Q2 		$778K Sell
70,121
-3,001
-4% -$32.7K ﹤0.01% 925
2024
Q1 		$760K Sell
73,122
-7,761
-10% -$88K ﹤0.01% 988
2023
Q4 		$1M Buy
80,883
+9,180
+13% +$101K ﹤0.01% 979
2023
Q3 		$734K Sell
71,703
-3,911
-5% -$45.4K ﹤0.01% 1017
2023
Q2 		$883K Buy
75,614
+17
+0% +$198 ﹤0.01% 1008
2023
Q1 		$893K Sell
75,597
-1,045
-1% -$12.8K ﹤0.01% 1013
2022
Q4 		$881K Sell
76,642
-5,233
-6% -$60.3K ﹤0.01% 1043
2022
Q3 		$850K Sell
81,875
-854
-1% -$11.1K ﹤0.01% 1057
2022
Q2 		$1.06M Sell
82,729
-3,143
-4% -$42.7K ﹤0.01% 1033
2022
Q1 		$1.25M Buy
85,872
+5,383
+7% +$77.5K ﹤0.01% 1026
2021
Q4 		$1.23M Sell
80,489
-3,258
-4% -$46.9K ﹤0.01% 1010
2021
Q3 		$1.12M Buy
83,747
+1,715
+2% +$22.7K ﹤0.01% 1017
2021
Q2 		$1.09M Sell
82,032
-15,600
-16% -$209K ﹤0.01% 1029
2021
Q1 		$1.22M Sell
97,632
-8,394
-8% -$103K ﹤0.01% 989
2020
Q4 		$1.19M Buy
+106,026
New +$1.07M ﹤0.01% 961
2018
Q3 		– Sell
-42,795
Closed -$638K – 899
2018
Q2 		$638K Buy
42,795
+1,438
+3% +$20.3K ﹤0.01% 839
2018
Q1 		$566K Buy
41,357
+3
+0% +$42 ﹤0.01% 837
2017
Q4 		$642K Sell
41,354
-5,575
-12% -$82.8K ﹤0.01% 838
2017
Q3 		$648K Sell
46,929
-122
-0.3% -$1.63K ﹤0.01% 837
2017
Q2 		$609K Buy
47,051
+15,260
+48% +$209K ﹤0.01% 829
2017
Q1 		$442K Sell
31,791
-306
-1% -$4.26K ﹤0.01% 825
2016
Q4 		$468K Buy
32,097
+8,932
+39% +$124K ﹤0.01% 817
2016
Q3 		$310K Buy
23,165
+4
+0% +$56 ﹤0.01% 828
2016
Q2 		$318K Hold
23,161
– – ﹤0.01% 818
2016
Q1 		$261K Buy
23,161
+8,417
+57% +$89.8K ﹤0.01% 850
2015
Q4 		$157K Buy
14,744
+472
+3% +$5.03K ﹤0.01% 857
2015
Q3 		$139K Sell
14,272
-88
-0.6% -$883 ﹤0.01% 861
2015
Q2 		$143K Sell
14,360
-80
-0.6% -$835 ﹤0.01% 895
2015
Q1 		$154K Buy
14,440
+150
+1% +$1.58K ﹤0.01% 876
2014
Q4 		$136K Sell
14,290
-6,779
-32% -$63.3K ﹤0.01% 874
2014
Q3 		$191K Buy
21,069
+9,333
+80% +$88.9K ﹤0.01% 834
2014
Q2 		$114K Buy
11,736
+113
+1% +$1.1K ﹤0.01% 796
2014
Q1 		$117K Buy
11,623
+31
+0.3% +$300 ﹤0.01% 783
2013
Q4 		$105K Sell
11,592
-675
-6% -$6.67K ﹤0.01% 784
2013
Q3 		$122K Buy
+12,267
New +$128K ﹤0.01% 771

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AHRT Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its AH Realty Trust (AHRT) stake by 1.6% in Q1 2026, selling an estimated $9.1K and leaving 86,387 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Sumitomo Mitsui Trust Group first reported a position in AHRT in Q3 2013 and has held it in 42 quarters since. The position peaked at $1.25M in Q1 2022. 207 funds tracked by Wall St. Rank hold AHRT as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 86,387 shares of AH Realty Trust worth $475K as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 1,425 AH Realty Trust shares in Q1 2026, an estimated $9.1K.
  • AH Realty Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #943 holding.
  • Sumitomo Mitsui Trust Group first reported a position in AH Realty Trust in Q3 2013 and has held it in 42 quarters since.
  • Sumitomo Mitsui Trust Group's AH Realty Trust position peaked at $1.25M in Q1 2022.
  • 207 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.