American Healthcare REIT
About: American Healthcare REIT Inc is a healthcare-focused real estate investment trust. It owns a diversified portfolio of clinical healthcare real estate properties, focusing on medical office buildings, skilled nursing facilities, senior housing, hospitals, and other healthcare-related facilities. It has four reportable business segments: integrated senior health campuses, outpatient medical, triple-net leased properties and SHOP. It generates majority of its revenue through Integrated Senior Health Campuses segment.
Employees: 114
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
799% more call options, than puts
Call options by funds: $8.5M | Put options by funds: $946K
53% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 47
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
24% more capital invested
Capital invested by funds: $3.05B [Q3] → $3.79B (+$737M) [Q4]
10.48% more ownership
Funds ownership: 76.6% [Q3] → 87.08% (+10.48%) [Q4]
4% more funds holding
Funds holding: 364 [Q3] → 380 (+16) [Q4]
9% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 129
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
5%
upside
Avg. target
$35
10%
upside
High target
$37
15%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Joe Dickstein 100% 1-year accuracy 1 / 1 met price target | 15%upside $37 | Buy Initiated | 28 Apr 2025 |
Keybanc Austin Wurschmidt 50% 1-year accuracy 4 / 8 met price target | 5%upside $34 | Overweight Maintained | 31 Mar 2025 |
Morgan Stanley Ronald Kamdem 60% 1-year accuracy 9 / 15 met price target | 15%upside $37 | Overweight Maintained | 25 Mar 2025 |
RBC Capital Michael Carroll 50% 1-year accuracy 11 / 22 met price target | 5%upside $34 | Outperform Reiterated | 19 Mar 2025 |
Citizens Capital Markets Aaron Hecht 39% 1-year accuracy 20 / 51 met price target | 8%upside $35 | Market Outperform Maintained | 4 Mar 2025 |
Financial journalist opinion
Neutral
PRNewsWire
3 weeks ago
American Healthcare REIT Announces Dates for First Quarter 2025 Earnings Release and Conference Call
IRVINE, Calif. , April 3, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its first quarter 2025 earnings release on Thursday, May 8, 2025, after the close of trading.
Positive
Seeking Alpha
1 month ago
State Of REITs: The 'Dark Age' Is Over
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.
Positive
Seeking Alpha
1 month ago
American Healthcare REIT Has Growth Potential But Is A Hold Due To Valuation
American Healthcare REIT is a diversified REIT focusing on senior care properties, showing strong growth and benefiting from the aging population trend. AHR's recent performance includes an 8.5% same-store growth and a 21.6% increase in Net Operating Income in Q4 2024. Valuation using the dividend discount model suggests a $30.00 share value, indicating a 0.54% upside, leading to a "hold" recommendation.
Neutral
PRNewsWire
1 month ago
American Healthcare REIT Declares First Quarter 2025 Distribution
IRVINE, Calif. , March 19, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) announced today that its board of directors has declared a quarterly distribution of $0.25 per share for the quarter ending March 31, 2025.
Positive
Seeking Alpha
1 month ago
Demographic Trends Shaping REIT Portfolio Construction
Demographic shifts, including an aging population and migration trends, are key drivers of REIT performance, influencing sector allocations and investment strategies. Chilton focuses on single-family rental (SFR) and healthcare REITs, with targeted exposure to multifamily REITs in coastal and Sun Belt markets. The aging population boosts demand for senior housing and medical outpatient buildings, benefiting REITs like Welltower, Ventas, and American Healthcare REIT.
Positive
Seeking Alpha
1 month ago
REITs Rally As Rates Tumble
US equity markets declined for the fourth week in the past five after a frenetic slate of geopolitical headlines and economic data indicated a sluggish start to 2025 for global growth. The Atlanta Fed's updated growth forecast indicated a -1.5% contraction in first-quarter GDP, while PCE data showed the first monthly decline in personal spending in nearly two years. Buoyed by the interest rate retreat, real estate equities were also a notable source of strength this week as REIT earnings season wrapped up with a surprisingly solid slate of results.
Neutral
Seeking Alpha
2 months ago
American Healthcare REIT, Inc. (AHR) Q4 2024 Earnings Call Transcript
American Healthcare REIT, Inc. (NYSE:AHR ) Q4 2024 Earnings Conference Call February 28, 2025 1:00 PM ET Company Participants Alan Peterson - Vice President of Investor Relations and Finance Danny Prosky - President and Chief Executive Officer Gabe Willhite - Chief Operating Officer Stefan Oh - Chief Investment Officer Brian Peay - Chief Financial Officer Conference Call Participants Ronald Kamdem - Morgan Stanley Farrell Granath - Bank of America Michael Griffin - Citigroup Michael Carroll - RBC Capital Markets Austin Wurschmidt - KeyBanc Capital Markets Michael Stroyeck - Green Street Operator Good afternoon and thank you for standing by. My name is John and I will be your conference operator today.
Positive
Zacks Investment Research
2 months ago
American Healthcare REIT (AHR) Matches Q4 FFO Estimates
American Healthcare REIT (AHR) came out with quarterly funds from operations (FFO) of $0.40 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.38 per share a year ago.
Neutral
PRNewsWire
2 months ago
American Healthcare REIT ("AHR") Announces Fourth Quarter 2024 and Full Year 2024 Results; Issues Full Year 2025 Guidance
IRVINE, Calif. , Feb. 27, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company," "we," "our," "management," or "us") (NYSE: AHR) announced today its fourth quarter and full year 2024 results and is issuing full year 2025 guidance.
Neutral
PRNewsWire
2 months ago
American Healthcare REIT to Present at Citi 2025 Global Property CEO Conference
IRVINE, Calif. , Feb. 24, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR), announced today that President and Chief Executive Officer, Danny Prosky, Chief Financial Officer, Brian S.
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