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 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
44% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $1.16M
30% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 47
9% more capital invested
Capital invested by funds: $3.8B [Q4 2024] → $4.16B (+$357M) [Q1 2025]
1% more funds holding
Funds holding: 386 [Q4 2024] → 390 (+4) [Q1 2025]
0.3% less ownership
Funds ownership: 87.37% [Q4 2024] → 87.06% (-0.3%) [Q1 2025]
23% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 155
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
4%
downside
Avg. target
$39
10%
upside
High target
$45
27%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Keybanc Austin Wurschmidt | 13%upside $40 | Overweight Maintained | 11 Jun 2025 |
Truist Securities Michael Lewis | 7%upside $38 | Buy Maintained | 9 Jun 2025 |
Morgan Stanley Ronald Kamdem | 27%upside $45 | Overweight Maintained | 20 May 2025 |
Jefferies Joe Dickstein | 5%upside $37 | Buy Initiated | 28 Apr 2025 |
RBC Capital Michael Carroll | 4%downside $34 | Outperform Reiterated | 19 Mar 2025 |
Financial journalist opinion
Based on 6 articles about AHR published over the past 30 days
Negative
Seeking Alpha
4 days ago
REITs: Unloved, Unwanted, Undervalued
REITweek, the annual REIT industry conference, was held last week in New York City. Humbled by frustratingly persistent interest rate headwinds and historic underperformance, the venue halls were again quiet.
Positive
Seeking Alpha
1 week ago
5 REITs I'm Buying As Housing And Labor Market Downturns Begin
Despite positive market sentiment, economic headwinds are growing, with cracks forming in the housing and labor markets, signaling the potential for a mild downturn. REITs are attractively valued now due to their rate sensitivity, discounted valuations, and solid free cash flow growth prospects amid likely falling interest rates. I am buying five high-quality, low-leverage REITs, each offering strong dividend growth and sector leadership.
Positive
Zacks Investment Research
1 week ago
New Strong Buy Stocks for June 6th
CRDO, FERG, AHR, BKNIY and FER have been added to the Zacks Rank #1 (Strong Buy) List on June 6, 2025.
Positive
Seeking Alpha
1 week ago
American Healthcare REIT's Growth Story Is Still Young
AHR prioritizes partnering with high-quality care operators, driving long-term success and strong CMS quality scores across its senior housing portfolio. Q1 2025 same-store NOI growth reached 15.1%, with the ISHC segment leading at 19.8% and SHOP at 30.7%, supporting robust portfolio performance. The AFFO payout ratio remains healthy at 86%, and AHR retains $27 million annually after dividends, supporting $80-100 million in annual development investments and a healthy acquisition pipeline.
Negative
Seeking Alpha
2 weeks ago
U.S. REIT Same-Store Net Operating Income Growth Slips In Q1
US equity REITs reported a marginal decline in the median growth rate of their same-store NOI in Q1 as the commercial real estate market continues to face macroeconomic challenges. Among all US equity REITs, the healthcare sector recorded the largest year-over-year gain in same-store NOI during the first quarter, with a median increase of 7.1%. During the first quarter, the office segment incurred losses in its same-store NOI, posting a median year-over-year decline of 0.9%.
Neutral
PRNewsWire
2 weeks ago
American Healthcare REIT to Present at Nareit's REITweek: 2025 Investor Conference
IRVINE, Calif. , May 27, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) announced today that Chief Executive Officer and President Danny Prosky, Chief Financial Officer Brian S.
Negative
Seeking Alpha
1 month ago
REIT Replay: U.S. REIT Share Prices Tick Down During Week Ended May 9
Share prices for US equity real estate investment trusts lost ground alongside the broader market during the week ending May 9. The Dow Jones Equity All REIT closed the recent week down 0.61%, while the S&P 500 and Dow Jones Industrial Average logged declines of 0.47% and 0.16%, respectively. Among the Dow Jones US real estate property sector indexes, the apartment REIT index fell the furthest this past week, down 2.94%.
Neutral
Seeking Alpha
1 month ago
American Healthcare REIT, Inc. (AHR) Q1 2025 Earnings Call Transcript
American Healthcare REIT, Inc. (NYSE:AHR ) Q1 2025 Earnings Conference Call May 9, 2025 1:00 PM ET Company Participants Alan Peterson - Vice President, Investor Relations & Finance Danny Prosky - President & Chief Executive Officer Gabe Willhite - Chief Operating Officer Stefan Oh - Chief Investment Officer Brian Peay - Chief Financial Officer Conference Call Participants Farrell Granath - Bank of America Austin Wurschmidt - KeyBanc Capital Markets Michael Carroll - RBC Capital Markets Ronald Kamdem - Morgan Stanley Joe Dickstein - Jeffries Michael Stroyeck - Green Street Seth Bergey - Citi Operator Thank you for standing by. My name is Kate, and I will be your conference operator today.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, American Healthcare REIT (AHR) Q1 Earnings: A Look at Key Metrics
The headline numbers for American Healthcare REIT (AHR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
American Healthcare REIT (AHR) Beats Q1 FFO and Revenue Estimates
American Healthcare REIT (AHR) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.30 per share a year ago.
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