Easterly Investment Partners LLC Takes $18.36 Million Position in American Healthcare REIT, Inc. $AHR

Easterly Investment Partners LLC acquired a new stake in shares of American Healthcare REIT, Inc. (NYSE:AHR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 390,128 shares of the company’s stock, valued at approximately $18,359,000. American Healthcare REIT comprises about 1.1% of Easterly Investment Partners LLC’s portfolio, making the stock its 12th largest position.

A number of other hedge funds have also made changes to their positions in the stock. AQR Capital Management LLC grew its stake in American Healthcare REIT by 170.1% in the 1st quarter. AQR Capital Management LLC now owns 25,275 shares of the company’s stock valued at $766,000 after buying an additional 15,918 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in American Healthcare REIT by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 90,521 shares of the company’s stock valued at $2,743,000 after buying an additional 3,954 shares during the last quarter. NewEdge Advisors LLC grew its stake in American Healthcare REIT by 9.4% in the 1st quarter. NewEdge Advisors LLC now owns 23,509 shares of the company’s stock valued at $712,000 after buying an additional 2,011 shares during the last quarter. Focus Partners Wealth grew its stake in American Healthcare REIT by 6.6% in the 1st quarter. Focus Partners Wealth now owns 25,809 shares of the company’s stock valued at $782,000 after buying an additional 1,591 shares during the last quarter. Finally, Acadian Asset Management LLC acquired a new position in American Healthcare REIT in the 1st quarter valued at $185,000. Institutional investors and hedge funds own 16.68% of the company’s stock.

American Healthcare REIT Price Performance

Shares of NYSE:AHR opened at $49.06 on Monday. American Healthcare REIT, Inc. has a 1-year low of $34.03 and a 1-year high of $54.67. The firm has a market capitalization of $9.46 billion, a PE ratio of 84.59, a PEG ratio of 1.64 and a beta of 0.80. The business’s 50 day moving average is $49.44 and its 200-day moving average is $49.38. The company has a current ratio of 0.45, a quick ratio of 0.45 and a debt-to-equity ratio of 0.28.

American Healthcare REIT (NYSE:AHR) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.13 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.34). American Healthcare REIT had a return on equity of 3.33% and a net margin of 4.23%.The firm had revenue of $650.77 million for the quarter, compared to analyst estimates of $667.57 million. During the same period in the previous year, the business posted $0.38 EPS. American Healthcare REIT’s revenue for the quarter was up 20.4% compared to the same quarter last year. American Healthcare REIT has set its FY 2026 guidance at 2.030-2.090 EPS. Sell-side analysts predict that American Healthcare REIT, Inc. will post 2.06 earnings per share for the current year.

American Healthcare REIT Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Tuesday, March 31st were given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, March 31st. American Healthcare REIT’s payout ratio is 172.41%.

Insider Buying and Selling at American Healthcare REIT

In other news, EVP Mark E. Foster sold 2,000 shares of American Healthcare REIT stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $48.55, for a total transaction of $97,100.00. Following the sale, the executive vice president directly owned 56,121 shares in the company, valued at approximately $2,724,674.55. The trade was a 3.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.75% of the company’s stock.

Analysts Set New Price Targets

AHR has been the topic of a number of research analyst reports. KeyCorp raised their target price on shares of American Healthcare REIT from $55.00 to $58.00 and gave the company an “overweight” rating in a research note on Thursday. Weiss Ratings upgraded shares of American Healthcare REIT from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, May 11th. Citigroup reaffirmed a “market outperform” rating on shares of American Healthcare REIT in a report on Monday, March 2nd. Scotiabank raised their target price on American Healthcare REIT from $55.00 to $59.00 and gave the company a “sector outperform” rating in a report on Wednesday, March 11th. Finally, Royal Bank Of Canada raised their target price on American Healthcare REIT from $54.00 to $56.00 and gave the company an “outperform” rating in a report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $55.64.

American Healthcare REIT Company Profile

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.