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 7,323 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
10% more capital invested
Capital invested by funds: $3.8B [Q4 2024] → $4.17B (+$367M) [Q1 2025]
1% more funds holding
Funds holding: 386 [Q4 2024] → 390 (+4) [Q1 2025]
0.08% less ownership
Funds ownership: 87.37% [Q4 2024] → 87.28% (-0.08%) [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
$38
0%
upside
Avg. target
$41
8%
upside
High target
$45
18%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Baird Wesley Golladay | 8%upside $41 | Outperform Initiated | 18 Jul 2025 |
Scotiabank Nicholas Yulico | 11%upside $42 | Sector Outperform Initiated | 30 Jun 2025 |
Keybanc Austin Wurschmidt | 5%upside $40 | Overweight Maintained | 11 Jun 2025 |
Truist Securities Michael Lewis | 0%downside $38 | Buy Maintained | 9 Jun 2025 |
Morgan Stanley Ronald Kamdem | 18%upside $45 | Overweight Maintained | 20 May 2025 |
Financial journalist opinion
Based on 6 articles about AHR published over the past 30 days
Positive
Zacks Investment Research
1 week ago
American Healthcare REIT (AHR) Upgraded to Buy: What Does It Mean for the Stock?
American Healthcare REIT (AHR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Positive
Seeking Alpha
1 week ago
American Healthcare REIT: Much More Than A Traditional Healthcare REIT
AHR's integrated health service model offers higher margins and growth, despite operational risks, positioning it as more than a traditional healthcare REIT. Strong FFO growth, an attractive PEG ratio, and robust NOI increases highlight AHR's undervaluation and long-term potential versus sector peers. The aging population creates a persistent demand-supply gap in senior housing, supporting AHR's growth runway and market outperformance.
Positive
Zacks Investment Research
1 week ago
Has American Healthcare REIT, Inc. (AHR) Outpaced Other Finance Stocks This Year?
Here is how American Healthcare REIT (AHR) and Apollo Commerical Finance (ARI) have performed compared to their sector so far this year.
Negative
Seeking Alpha
1 week ago
5 'Overvalued' Healthcare REITs
Healthcare REITs have outperformed major indices, but several are now trading at significant premiums to fair value, warranting caution. This article takes a quick look at 5 such companies, with a thumbnail sketch and 9 key metrics. Despite strong growth prospects for some, high price/FFO ratios, elevated premiums to NAV, and dividend safety concerns make these REITs questionable at current prices.
Negative
Seeking Alpha
3 weeks ago
NAV Monitor: U.S. Equity REITs Trade At Higher Discount To NAV In June
Publicly listed US equity REITs ended June at a median 19.1% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. The hotel sector traded at the largest median discount to NAV at 35.5%, down from a 35.7% median discount to NAV as of May 30. Healthcare REITs continued to trade at the highest median premium, 19.3%, which is about 1.4 percentage points down from the 20.6% median premium to NAV as of May 30.
Neutral
PRNewsWire
4 weeks ago
American Healthcare REIT Announces Dates for Second Quarter 2025 Earnings Release and Conference Call
IRVINE, Calif. , July 1, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (the "Company") (NYSE: AHR) announced today that it will issue its second quarter 2025 earnings release on Thursday, August 7, 2025, after the close of trading.
Neutral
Seeking Alpha
1 month ago
The Dividend Investor's Quick-And-Dirty Guide To The Senate Budget Bill
“One Big Beautiful Bill” inches closer to becoming law. It will have an impact on the broader economy, and especially certain specific sectors. Some dividend stocks could be in serious trouble, while others could gain. I share my take as a dividend investor.
Neutral
PRNewsWire
1 month ago
American Healthcare REIT Declares Second Quarter 2025 Distribution
IRVINE, Calif. , June 20, 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 June 30, 2025.
Negative
Seeking Alpha
1 month 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 month 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.
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