Lpl Financial Reduces $2M in American Healthcare REIT, Inc. ($AHR)
LPL Financial reduced its holdings in American Healthcare REIT by 5.8%, reflecting a cautious approach.
Key Points
- LPL Financial reduced its stake in American Healthcare REIT by 41,778 shares, a 5.8% decrease, now holding 681,980 shares valued at $34.36 million.
- Shares of American Healthcare REIT traded at $50.39, with a market cap of $10.53 billion and a P/E ratio of 86.3.
- Insider transactions included several sales under Rule 10b5-1 plans, and analysts maintained 'buy' ratings with targets up to $60.
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LPL Financial trimmed its position in American Healthcare REIT, Inc. (NYSE: AHR) by 41,778 shares, reflecting a 5.8% decrease in its holdings. As of the latest SEC filing, LPL now holds 681,980 shares valued at approximately $34.36 million.
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What Changed in LPL Financial's American Healthcare REIT Position
LPL Financial reduced its stake in American Healthcare REIT by 5.8%, selling 41,778 shares. This adjustment leaves the firm with 681,980 shares worth about $34.36 million. The prior holding was 723,758 shares.
Other Institutional Activity in American Healthcare REIT
BlackRock, Inc. increased its holdings in American Healthcare REIT by 8,604,835 shares, ending with 28,741,094 shares valued at about $1.36 billion. Vanguard Portfolio Management LLC opened a new position, acquiring 16,124,024 shares worth around $760.41 million. State Street Corp added 2,459,374 shares, bringing its total to 9,545,044 shares with a value of $452.49 million. Wellington Management Group LLP boosted its stake by 360,969 shares, now holding 8,283,787 shares valued at $390.66 million. Meanwhile, Principal Financial Group Inc increased its holdings by 228,739 shares to a total of 7,423,206 shares, valued at approximately $350.08 million.
American Healthcare REIT, Inc. Stock Down 6.5%
Shares of NYSE:AHR traded near $50.39 on Friday. American Healthcare REIT has a market cap of $10.53 billion and a P/E ratio of 86.3, with a forward P/E of 59.2. The stock has a beta of 0.805, a 52-week low of $35.52, and a 52-week high of $54.67. Its 50-day moving average is $49.14, and the 200-day moving average is $47.81. The company's current ratio is 1.005, with a quick ratio of 0.792 and a debt-to-equity ratio of 47.614.
$AHR stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its most recent earnings report, American Healthcare REIT reported revenue of $2.37 billion, reflecting a growth of 20.9%. The company posted 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 offers an annual dividend rate of $1.00, yielding 1.96%. The dividend payout ratio stands at 169.49%.
Insider Buying and Selling at American Healthcare REIT, Inc.
Recent insider transactions at American Healthcare REIT include Mark Foster, EVP, GC & Secretary, selling 2,000 shares at an average price of $48.32 on June 1, 2026, under a Rule 10b5-1 plan. On April 6, 2026, Danny Prosky bought 15,924 shares, while he also sold 8,596 shares. Gabriel Willhite, COO, and Stefan K.L. Oh, Chief Investment Officer, also reported sales on the same day.
Analysts Set New Price Targets
On June 18, 2026, Scotiabank maintained a 'buy' rating on the stock with a price target of $51. Keybanc followed on May 28, 2026, with a 'buy' rating and a target of $58. RBC Capital also maintained its 'buy' rating with a $56 target on May 26, 2026. Overall, 13 analysts have a consensus rating of 'strong buy' with a mean price target of $58.23.
About American Healthcare REIT
American Healthcare REIT, Inc., headquartered in Irvine, CA, is a self-managed real estate investment trust (REIT) specializing in healthcare facilities. It operates a diverse portfolio across the U.S., U.K., and Isle of Man, including senior housing and skilled nursing facilities. Led by CEO Jeffrey T. Hanson, the company focuses on income-generating assets and compliance with REIT regulations.
Bottom Line
LPL Financial's recent reduction in its stake in American Healthcare REIT reflects a cautious approach amid ongoing market dynamics. Investors often track such changes in institutional holdings for insights into market sentiment. Remember, 13F filings are historical and may not represent the current position.
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