Apg Asset Management US Adds $6M in American Healthcare REIT, Inc. ($AHR)

Apg Asset Management US has significantly increased its stake in American Healthcare REIT, Inc. (NYSE: AHR), according to its latest Form 13F filing with the SEC. The asset manager added 119,225 shares, boosting its holdings by 40.7% to a total of 412,177 shares. This stake is valued at approximately $19.2 million as of the filing.

What Changed in Apg Asset Management US's American Healthcare REIT Position

Apg Asset Management US grew its investment in American Healthcare REIT from 292,952 shares to 412,177 shares, an increase of 119,225 shares. This 40.7% increase reflects a strong interest in the healthcare real estate sector, with the total value of the position amounting to $19.2 million.

Other Institutional Activity in American Healthcare REIT

BlackRock, Inc. increased its holdings by 8,604,835 shares, ending with 28,741,094 shares valued at about $1.36 billion. Vanguard Portfolio Management LLC took a new stake, adding 16,124,024 shares worth approximately $760.4 million. State Street Corp added 2,459,374 shares to hold 9,545,044 shares valued at $452.5 million. Wellington Management Group LLP increased its position by 360,969 shares, reaching a total of 8,283,787 shares worth $390.7 million.

American Healthcare REIT Stock Snapshot

Shares of NYSE:AHR traded near $46.47. American Healthcare REIT has a market cap of $9.62 billion and a P/E ratio of 78.85, indicating a high valuation relative to earnings. The stock's 52-week range is between $35.46 and $54.67. It has a 50-day moving average of $49.15 and a 200-day moving average of $47.65. The company's beta is 0.805, reflecting lower volatility compared to the market.

Recent Earnings

In its recent earnings report, American Healthcare REIT posted revenue of $2.37 billion, showing a growth of 20.9%. The company reported an EPS of $0.59, with a net margin of 4.23% and a return on equity of 3.49%. The next earnings release is scheduled for August 6, 2026.

Dividend

American Healthcare REIT pays an annual dividend of $1.00 per share, yielding 2.13%. The dividend payout ratio is 169.49%, indicating the company pays more in dividends than it earns.

Insider Buying and Selling at American Healthcare REIT, Inc.

Recent insider transactions include Mark Foster, EVP, GC & Secretary, selling 2,000 shares on June 1, 2026, at an average price of $48.32 under a planned sale. Danny Prosky bought 15,924 shares on April 6, 2026, while also selling 8,596 shares on the same day.

Analysts Set New Price Targets

On May 28, 2026, Keybanc maintained its 'buy' rating with a price target of $58.00. RBC Capital also maintained a 'buy' rating on May 26, 2026, with a target of $56.00. Analyst consensus suggests a 'buy' recommendation with an average target price of $58.85 based on 13 opinions.

About American Healthcare REIT

American Healthcare REIT, Inc., headquartered in Irvine, CA, is a real estate investment trust focusing on healthcare facilities. It operates a diverse portfolio across the U.S., U.K., and the Isle of Man, including senior housing and outpatient medical buildings. The company aims to generate income through property ownership and real estate-related investments, maintaining its status as a REIT under U.S. tax laws.

Bottom Line

Apg Asset Management US's increased stake in American Healthcare REIT reflects confidence in the company's prospects. Investors track these filings to gauge institutional sentiment, but it's important to remember that 13F filings are backward-looking and may not reflect current positions. The company's strong revenue growth and analyst support underscore its appeal in the healthcare real estate sector.