Diversify Wealth Management LLC Has $2.60 Million Holdings in American Healthcare REIT, Inc. $AHR

Diversify Wealth Management LLC lifted its stake in shares of American Healthcare REIT, Inc. (NYSE:AHR) by 137.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,357 shares of the company’s stock after acquiring an additional 30,305 shares during the period. Diversify Wealth Management LLC’s holdings in American Healthcare REIT were worth $2,603,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Royal Bank of Canada boosted its stake in American Healthcare REIT by 2,984.1% in the 4th quarter. Royal Bank of Canada now owns 6,161,549 shares of the company’s stock worth $289,962,000 after purchasing an additional 5,961,767 shares during the period. Norges Bank acquired a new stake in shares of American Healthcare REIT in the 4th quarter valued at about $120,403,000. Balyasny Asset Management L.P. raised its stake in shares of American Healthcare REIT by 354.0% in the 4th quarter. Balyasny Asset Management L.P. now owns 2,153,129 shares of the company’s stock valued at $101,326,000 after purchasing an additional 1,678,850 shares during the period. Federated Hermes Inc. lifted its holdings in shares of American Healthcare REIT by 130.1% in the fourth quarter. Federated Hermes Inc. now owns 2,557,850 shares of the company’s stock valued at $120,372,000 after purchasing an additional 1,445,987 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of American Healthcare REIT by 6.1% in the fourth quarter. Vanguard Group Inc. now owns 24,974,195 shares of the company’s stock valued at $1,175,286,000 after purchasing an additional 1,444,456 shares in the last quarter. 16.68% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at American Healthcare REIT

In other American Healthcare REIT news, EVP Mark E. Foster sold 2,500 shares of the company’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $48.58, for a total transaction of $121,450.00. Following the sale, the executive vice president directly owned 52,995 shares of the company’s stock, valued at approximately $2,574,497.10. This represents a 4.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Brian Peay sold 25,000 shares of the stock in a transaction on Friday, June 26th. The shares were sold at an average price of $50.70, for a total transaction of $1,267,500.00. Following the completion of the sale, the chief financial officer owned 152,700 shares of the company’s stock, valued at approximately $7,741,890. This represents a 14.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 29,500 shares of company stock worth $1,485,590 over the last ninety days. Insiders own 0.75% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on AHR shares. Weiss Ratings downgraded American Healthcare REIT from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, June 2nd. Royal Bank Of Canada boosted their target price on American Healthcare REIT from $54.00 to $56.00 and gave the company an “outperform” rating in a research note on Tuesday, May 26th. Barclays started coverage on American Healthcare REIT in a research report on Tuesday, July 7th. They set an “overweight” rating and a $61.00 price target for the company. Scotiabank lowered their price objective on shares of American Healthcare REIT from $59.00 to $51.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, UBS Group boosted their price objective on shares of American Healthcare REIT from $60.00 to $63.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $56.00.

American Healthcare REIT Stock Performance

Shares of NYSE AHR opened at $54.31 on Tuesday. The stock has a 50 day moving average price of $49.96 and a 200 day moving average price of $49.56. American Healthcare REIT, Inc. has a 52 week low of $36.73 and a 52 week high of $55.75. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.45 and a current ratio of 0.45. The stock has a market capitalization of $10.47 billion, a PE ratio of 93.63, a price-to-earnings-growth ratio of 1.79 and a beta of 0.77.

American Healthcare REIT (NYSE:AHR) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.13 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.34). The company had revenue of $650.77 million for the quarter, compared to the consensus estimate of $667.57 million. American Healthcare REIT had a return on equity of 3.33% and a net margin of 4.23%.The company’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.38 EPS. American Healthcare REIT has set its FY 2026 guidance at 2.030-2.090 EPS. Analysts predict that American Healthcare REIT, Inc. will post 2.07 earnings per share for the current fiscal year.

American Healthcare REIT Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Tuesday, June 30th will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Tuesday, June 30th. American Healthcare REIT’s payout ratio is presently 172.41%.

About American Healthcare REIT

American Healthcare REIT, Inc (NYSE: AHR) was a publicly traded real estate investment trust focused on acquiring, owning and managing healthcare‐related properties across the United States. The company’s portfolio spanned senior housing communities, skilled nursing facilities, medical office buildings and outpatient care centers, all operated under long‐term net lease or triple‐net lease structures designed to provide stable, predictable rental income.

Employing a strategy of partnering with established healthcare operators, American Healthcare REIT targeted properties in both major metropolitan areas and high‐growth secondary markets to capitalize on demographic trends such as an aging population and increased demand for outpatient services.