American Healthcare REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AHR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Aug 24	SellUS$16	Jeffrey Hanson	Individual	1	US$15.57
22 May 24	BuyUS$355,000	Danny Prosky	Individual	25,000	US$14.20
09 Feb 24	BuyUS$999,996	Mathieu Streiff	Individual	83,333	US$12.00
09 Feb 24	BuyUS$999,996	Danny Prosky	Individual	83,333	US$12.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AHR?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,399,107	0.914%
General Public	28,587,071	18.7%
Institutions	123,076,226	80.4%

Dilution of Shares: AHR only recently listed within the past 12 months, with total shares outstanding growing by 135.6% in the past year.

Top Shareholders

Top 25 shareholders own 56.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.78%	Wellington Management Group LLP	13,445,752	US$390.3m	25.7%	0.06%
6.04%	BlackRock, Inc.	9,237,966	US$268.1m	79.3%	no data
5.98%	Principal Global Investors, LLC	9,159,394	US$265.9m	48.7%	0.13%
5.15%	The Vanguard Group, Inc.	7,882,957	US$228.8m	122%	no data
2.71%	RREEF America L.L.C.	4,149,296	US$120.4m	13.3%	0.67%
2.41%	State Street Global Advisors, Inc.	3,683,691	US$106.9m	222%	no data
2.18%	Alyeska Investment Group, L.P.	3,337,130	US$96.9m	18.3%	0.47%
2.16%	CenterSquare Investment Management LLC	3,305,386	US$95.9m	-8.78%	1.15%
2.02%	PGIM, Inc.	3,098,313	US$89.9m	0.36%	0.1%
1.74%	Millennium Management LLC	2,659,775	US$77.2m	23.3%	0.06%
1.66%	American Century Investment Management Inc	2,539,554	US$73.7m	7,730%	0.03%
1.65%	Geode Capital Management, LLC	2,527,123	US$73.4m	76.4%	no data
1.49%	Hudson Bay Capital Management LP	2,287,598	US$66.4m	151%	0.51%
1.42%	FMR LLC	2,167,622	US$62.9m	0%	no data
1.25%	Charles Schwab Investment Management, Inc.	1,907,986	US$55.4m	118%	0.01%
1.12%	Gem Realty Advisors, LLC	1,715,289	US$49.8m	0%	4.91%
1.1%	Macquarie Group, Ltd., Banking & Securities Investments	1,681,383	US$48.8m	36%	0.24%
1.06%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,622,531	US$47.1m	90.8%	0.01%
1.05%	AllianceBernstein L.P.	1,614,250	US$46.9m	51%	0.01%
1.05%	Russell Investment Management, LLC	1,611,982	US$46.8m	19.7%	0.06%
1.05%	Commonwealth Equity Services, LLC	1,605,441	US$46.6m	6,880%	0.07%
1%	Land & Buildings Investment Management, LLC	1,525,015	US$44.3m	-15.2%	9.19%
0.94%	Voloridge Investment Management, LLC	1,432,240	US$41.6m	0%	0.15%
0.69%	abrdn plc	1,051,697	US$30.5m	28.6%	0.02%
0.69%	Timbercreek Asset Management Ltd	1,051,387	US$30.5m	0%	5.17%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 00:45
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

American Healthcare REIT, Inc. is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Anthony Powell	Barclays
Joshua Dennerlein	BofA Global Research
Nicholas Joseph	Citigroup Inc