Summit Wealth Group LLC Co. Takes $1.13 Million Position in American Healthcare REIT, Inc. $AHR

Posted by Geri Gentry on May 13th, 2026

Summit Wealth Group LLC Co. bought a new stake in American Healthcare REIT, Inc. (NYSE:AHR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 24,016 shares of the company’s stock, valued at approximately $1,130,000.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in 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 acquiring an additional 1,444,456 shares during the period. State Street Corp grew its position in shares of American Healthcare REIT by 6.5% during the second quarter. State Street Corp now owns 6,902,944 shares of the company’s stock worth $255,289,000 after purchasing an additional 422,931 shares in the last quarter. Alliancebernstein L.P. grew its position in shares of American Healthcare REIT by 16.7% during the second quarter. Alliancebernstein L.P. now owns 5,318,866 shares of the company’s stock worth $195,415,000 after purchasing an additional 759,501 shares in the last quarter. American Century Companies Inc. grew its position in shares of American Healthcare REIT by 11.1% during the third quarter. American Century Companies Inc. now owns 2,838,692 shares of the company’s stock worth $119,254,000 after purchasing an additional 282,692 shares in the last quarter. Finally, Bank of America Corp DE grew its position in shares of American Healthcare REIT by 48.1% during the third quarter. Bank of America Corp DE now owns 2,126,849 shares of the company’s stock worth $89,349,000 after purchasing an additional 691,198 shares in the last quarter. Institutional investors own 16.68% of the company’s stock.

Insider Transactions at American Healthcare REIT

In related news, EVP Mark E. Foster sold 2,000 shares of the business’s stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $48.55, for a total transaction of $97,100.00. Following the completion of the transaction, the executive vice president owned 56,121 shares in the company, valued at $2,724,674.55. The trade was a 3.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.75% of the stock is currently owned by insiders.

Analyst Ratings Changes

AHR has been the subject of several research analyst reports. Scotiabank raised their price target 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. The Goldman Sachs Group set a $60.00 price target on American Healthcare REIT in a report on Monday, March 2nd. Weiss Ratings upgraded American Healthcare REIT from a “hold (c)” rating to a “buy (b-)” rating in a report on Monday. Citigroup reiterated a “market outperform” rating on shares of American Healthcare REIT in a report on Monday, March 2nd. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $60.00 target price on shares of American Healthcare REIT in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, American Healthcare REIT currently has a consensus rating of “Moderate Buy” and an average price target of $55.18.

Check Out Our Latest Analysis on American Healthcare REIT

American Healthcare REIT Price Performance

AHR opened at $51.46 on Wednesday. The business has a fifty day moving average of $49.96 and a 200 day moving average of $48.97. American Healthcare REIT, Inc. has a 52-week low of $33.71 and a 52-week high of $54.67. The company has a quick ratio of 0.41, a current ratio of 0.45 and a debt-to-equity ratio of 0.28. The stock has a market cap of $9.68 billion, a P/E ratio of 88.72, a PEG ratio of 1.85 and a beta of 0.94.

American Healthcare REIT (NYSE:AHR – Get Free Report) last posted 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). American Healthcare REIT had a net margin of 4.23% and a return on equity of 3.33%. The business had revenue of $650.77 million for the quarter, compared to analysts’ expectations of $667.57 million. During the same quarter in the previous year, the firm earned $0.38 EPS. American Healthcare REIT’s revenue 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. As a group, sell-side analysts anticipate that American Healthcare REIT, Inc. will post 2.06 EPS for the current year.

American Healthcare REIT Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Tuesday, March 31st were issued a dividend of $0.25 per share. The ex-dividend date was Tuesday, March 31st. This represents a $1.00 dividend on an annualized basis and a yield of 1.9%. American Healthcare REIT’s payout ratio is presently 172.41%.

American Healthcare REIT Company Profile

(Free Report)

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.