American Healthcare REIT Reports Over $950 Million in Acquisition Activity for Full-Year 2025 Across Its Operating Portfolio
Acquisition Overview: American Healthcare REIT, Inc. has completed over $950 million in new acquisitions in 2025, focusing on its Integrated Senior Health Campuses and Senior Housing Operating Properties segments.
Segment Growth: The company has seen significant growth in its ISHC segment, including a recent acquisition of a 14-property portfolio, and has expanded its SHOP segment by adding over 1,700 units across 14 properties.
Strategic Focus: AHR is committed to disciplined capital allocation, prioritizing high-quality assets that are expected to drive growth and deliver strong healthcare outcomes for the aging population.
Future Outlook: The company plans to maintain its momentum into 2026, continuing to expand its portfolio and enhance care standards through trusted operating partners.
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- Share Acquisition: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for an estimated $6.44 million, representing 1.02% of the fund's AUM, which does not place it among the top five holdings.
- Financial Performance: American Healthcare REIT reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties and a 21.7% rise in integrated senior health campuses, indicating robust market demand.
- Profitability Improvement: The company achieved a GAAP net income of $55.9 million, translating to $0.33 per diluted share, while normalized FFO stood at $0.44 per share; management raised the full-year NFFO guidance to a range of $1.69 to $1.72, reflecting confidence in future performance.
- Market Outlook: Although Neo Ivy's stake is modest at 1.02%, the ongoing demand in healthcare real estate and expectations of sustained occupancy rates above 90% suggest potential growth for long-term investors, particularly with disciplined capital allocation strategies.
- New Investment Position: Neo Ivy Capital Management disclosed in its February 13, 2026 SEC filing that it acquired 136,925 shares of American Healthcare REIT for approximately $6.44 million during Q4, indicating a strategic entry into the healthcare real estate market.
- Asset Allocation Insight: This acquisition represents 1.02% of Neo Ivy's reportable assets in its 13F filing, reflecting a measured approach to diversify its portfolio while tapping into the momentum of healthcare real estate.
- Strong Stock Performance: As of February 12, 2026, shares of American Healthcare REIT were priced at $51.70, marking a 93.3% increase over the past year, which underscores the company's robust performance and growing market recognition among investors.
- Financial Metrics Improvement: The company reported a 16.4% same-store NOI growth in Q3, driven by a 25.3% increase in senior housing operating properties, indicating sustained demand and profitability in the healthcare real estate sector, while management raised full-year NFFO guidance, suggesting strong future growth potential.
- Market Pullback: After a two-day surge, the stock market paused, indicating a cautious investor sentiment that may lead to short-term capital outflows as traders reassess their positions.
- Financial Stocks Under Pressure: Schwab and other financial firms faced stock price declines due to fears surrounding artificial intelligence, highlighting market sensitivity to risks associated with fintech integration, which could impact future investment strategies.
- Robinhood Earnings Miss: Robinhood's stock fell following disappointing earnings, reflecting challenges the company faces in a competitive landscape, potentially diminishing investor confidence in its future growth prospects.
- Astera Labs Performance Decline: Astera Labs experienced a drop in stock price post-earnings release, indicating pressure on its profitability in the current economic climate, which may affect its future financing and expansion plans.
- Executive Leave: Danny Prosky, CEO and President of American Healthcare REIT, Inc., has taken a medical leave of absence effective February 3, 2026, which may impact the continuity and stability of high-level decision-making within the company.
- Interim Appointment: The Board has appointed Chairman Jeffrey T. Hanson as Interim CEO to ensure operational continuity during Prosky's absence, reflecting the company's trust and support in its executive team.
- Leadership Stability: Hanson stated he will work closely with the senior leadership team to continue executing the company's strategic priorities, demonstrating the company's adaptability in the face of executive changes.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing communities, skilled nursing facilities, and outpatient medical buildings, indicating its market positioning in the healthcare real estate sector.
- Executive Leave: American Healthcare REIT's CEO and President Danny Prosky has taken a medical leave effective February 3, 2026, due to a recent medical event, highlighting potential vulnerabilities in executive health that may impact investor confidence.
- Interim Appointment: Chairman Jeffrey T. Hanson has been appointed as Interim CEO to ensure operational continuity during Prosky's absence, demonstrating the company's crisis management capabilities and commitment to stability.
- Leadership Stability: Hanson emphasized his collaboration with the senior leadership team to continue executing the company's strategic priorities, reflecting trust in the management team and a commitment to business continuity during this transition.
- Company Overview: American Healthcare REIT focuses on acquiring and operating a diversified portfolio of clinical healthcare real estate, primarily including senior housing, skilled nursing facilities, and outpatient medical buildings, showcasing its strategic positioning in the healthcare real estate sector.
- Rating Changes Overview: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Impact: The changes in analysts' ratings could influence investor decisions, particularly for those considering buying SBET stock, highlighting the importance of understanding these ratings.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, offering a comprehensive market perspective.
- Investment Advice: While Benzinga provides market data, it does not offer specific investment advice, leaving investors to assess risks and rewards independently.








