Verition Fund Management 13F: Cuts AHR Stake by $4.4M

Verition Fund Management trimmed its stake in American Healthcare REIT, Inc. (NYSE: AHR) by 83,824 shares, marking a 24.9% cut. The fund now holds 252,843 shares valued at approximately $13.1 million as of its latest 13F filing, which reflects holdings as of May 15, 2026.

The fund's reduction comes as American Healthcare REIT operates a diversified portfolio of healthcare real estate across the U.S. and beyond. This latest move follows other adjustments by Verition, including a recent trim of its stake in Axon Enterprise. The company's stock is currently trading at $51.92, which is near its 52-week high of $58.70 and above its low of $40.00.

Other Institutional Activity in American Healthcare REIT

Blackrock Inc. reduced its position by 2,894,125 shares, ending with 25,845,948 shares valued at about $1.37 billion. State Street Corporation cut its stake by 499,216 shares, bringing its total to 9,046,025 shares worth approximately $478.7 million. Meanwhile, Vanguard Portfolio Management LLC grew its holdings by 851,352 shares, reaching 16,975,438 shares valued at around $898.3 million.

American Healthcare REIT, Inc. Stock Down 2.1%

Currently, American Healthcare REIT's shares are trading close to their 52-week high, indicating a strong performance in the market. Investors are watching the stock closely, especially with the recent changes in institutional holdings and a favorable analyst outlook.

Recent Earnings

In its latest earnings report, American Healthcare REIT generated revenue of approximately $2.5 billion, reflecting a 24.7% growth compared to the previous year. The earnings per share (EPS) stood at $0.68, with a net margin of 4.83%. The next earnings report is expected on November 5, 2026.

Insider Buying and Selling at American Healthcare REIT, Inc.

On June 24, 2026, several insiders participated in trading activities. Mark Foster, EVP, GC & Secretary, sold 2,500 shares at an average price of $48.58, totaling $121,450. Additionally, insiders Mathieu Streiff, Valerie Richardson, and Smith Wilbur III each bought 2,594 shares, although the transaction details did not reflect a monetary value.

Analysts Set New Price Targets

On October 13, 2026, UBS maintained a "Buy" rating with a price target of $62.00, down from $63.00. Barclays also kept its "Overweight" rating with a reduced target of $60.00, while Raymond James initiated coverage with a "Strong Buy" and a target of $62.00. Analysts currently have a consensus price target of $64.40 based on 15 opinions, indicating a strong positive outlook for the stock.

About American Healthcare REIT

American Healthcare REIT, Inc. is a self-managed real estate investment trust (REIT) that focuses on owning and managing healthcare facilities. Its portfolio includes senior housing and skilled nursing facilities across the U.S., U.K., and the Isle of Man. The company aims to provide quality healthcare real estate solutions, leveraging a fully integrated management platform.

Bottom Line

Looking ahead, investors will be watching for American Healthcare REIT's upcoming earnings report in November and any further filings from institutional investors. As a reminder, the 13F filing reflects positions as of May 15, and these may not represent current holdings as market conditions change.