Reasons Behind a Fund's Decision to Liquidate Its Holdings in a Healthcare REIT That Has Gained 77% in the Last Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2025
0mins
Should l Buy AHR?
Source: NASDAQ.COM
Global IMC's Exit from AHR: California-based Global IMC sold its entire stake in American Healthcare REIT (AHR), totaling 222,038 shares and valued at approximately $8.16 million, which previously represented 2.1% of its assets under management (AUM).
Performance of AHR: Despite the sale, AHR shares have performed well, increasing by 77% over the past year, significantly outperforming the S&P 500, which rose by 16.5% in the same period.
Strong Financials for AHR: American Healthcare REIT reported a GAAP net income of $55.9 million in the third quarter, with same-store net operating income (NOI) growing by 16.4% year-over-year, prompting management to raise full-year guidance.
Investment Strategy Insight: The sale reflects Global IMC's disciplined investment strategy, where smaller positions are often liquidated after strong stock performance, even if the underlying business fundamentals remain solid.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AHR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AHR
Wall Street analysts forecast AHR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AHR is 55.36 USD with a low forecast of 47.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 48.170
Low
47.00
Averages
55.36
High
60.00
Current: 48.170
Low
47.00
Averages
55.36
High
60.00
About AHR
American Healthcare REIT, Inc. is a real estate investment trust that acquires, owns and operates a diversified portfolio of clinical healthcare real estate, focusing primarily on senior housing, skilled nursing facilities, outpatient medical (OM) buildings and other healthcare-related facilities across the United States, the United Kingdom and the Isle of Man. It owns and operates its integrated senior health campuses and senior housing operating properties (SHOP). Its segments include integrated senior health campuses, OM, SHOP and triple-net leased properties. Its OM buildings are leased to multiple tenants under separate leases. Its integrated senior health campuses each provide a range of independent living, assisted living, memory care, skilled nursing services and ancillary businesses. Its triple-net leased properties segment includes senior housing, skilled nursing facilities and hospitals. Its SHOP segment includes senior housing providing assisted living care, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
American Healthcare REIT CEO Takes Medical Leave
- 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.
See More
American Healthcare REIT CEO Takes Medical Leave
- 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.
See More
Wall Street Analysts Adjust Ratings
- 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.
See More
S&P MidCap and SmallCap Index Changes Announced
- MidCap Addition: TTM Technologies (TTMI) will be added to the S&P MidCap 400 on January 30, 2026, highlighting its recognition in the information technology sector, which is expected to enhance its market liquidity and investor interest.
- MidCap Deletion: Civitas Resources (CIVI) will be removed from the S&P MidCap 400 on the same date, which may impact its stock performance and market confidence, reflecting its relative weakness in the energy sector.
- SmallCap Addition: Amneal Pharmaceuticals (AMRX) will join the S&P SmallCap 600 on January 30, 2026, strengthening its market position in the healthcare industry and likely attracting more investor attention.
- SmallCap Deletion: TTM Technologies (TTMI) will also be removed from the S&P SmallCap 600 on the same date, indicating its poor performance in the small-cap market, which may lead investors to reassess its investment value.
See More
Changes to S&P MidCap 400 and SmallCap 600 Constituents
- Constituent Changes: TTM Technologies will replace Civitas Resources in the S&P MidCap 400 on January 30, indicating ongoing market interest in tech stocks, which may enhance TTMI's market liquidity.
- Acquisition Activity: SM Energy is acquiring Civitas Resources, expected to close soon, allowing SM Energy to retain its position in the SmallCap 600, thereby strengthening its competitive edge in the market.
- New Additions: Dutch Bros and Advanced Energy Industries will join the S&P MidCap 400 on February 2, highlighting growth potential in the consumer and tech sectors, which may attract more investor attention.
- Liquidation Impact: Elme Communities is undergoing liquidation, leading to its removal from the SmallCap 600, reflecting the market's emphasis on financial health, which could affect investor confidence in related stocks.
See More
S&P Dow Jones Indices Announces Inclusion of TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Healthcare REIT in S&P MidCap 400
- S&P Indices Update: Several companies, including TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Health Care, are set to join the S&P MidCap 400 index.
- Market Impact: The inclusion of these companies in the S&P MidCap 400 is expected to influence market dynamics and investor interest in these sectors.
See More
American Healthcare REIT CEO Takes Medical Leave
- 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.
See More
American Healthcare REIT CEO Takes Medical Leave
- 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.
See More
Wall Street Analysts Adjust Ratings
- 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.
See More
S&P MidCap and SmallCap Index Changes Announced
- MidCap Addition: TTM Technologies (TTMI) will be added to the S&P MidCap 400 on January 30, 2026, highlighting its recognition in the information technology sector, which is expected to enhance its market liquidity and investor interest.
- MidCap Deletion: Civitas Resources (CIVI) will be removed from the S&P MidCap 400 on the same date, which may impact its stock performance and market confidence, reflecting its relative weakness in the energy sector.
- SmallCap Addition: Amneal Pharmaceuticals (AMRX) will join the S&P SmallCap 600 on January 30, 2026, strengthening its market position in the healthcare industry and likely attracting more investor attention.
- SmallCap Deletion: TTM Technologies (TTMI) will also be removed from the S&P SmallCap 600 on the same date, indicating its poor performance in the small-cap market, which may lead investors to reassess its investment value.
See More
Changes to S&P MidCap 400 and SmallCap 600 Constituents
- Constituent Changes: TTM Technologies will replace Civitas Resources in the S&P MidCap 400 on January 30, indicating ongoing market interest in tech stocks, which may enhance TTMI's market liquidity.
- Acquisition Activity: SM Energy is acquiring Civitas Resources, expected to close soon, allowing SM Energy to retain its position in the SmallCap 600, thereby strengthening its competitive edge in the market.
- New Additions: Dutch Bros and Advanced Energy Industries will join the S&P MidCap 400 on February 2, highlighting growth potential in the consumer and tech sectors, which may attract more investor attention.
- Liquidation Impact: Elme Communities is undergoing liquidation, leading to its removal from the SmallCap 600, reflecting the market's emphasis on financial health, which could affect investor confidence in related stocks.
See More
S&P Dow Jones Indices Announces Inclusion of TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Healthcare REIT in S&P MidCap 400
- S&P Indices Update: Several companies, including TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Health Care, are set to join the S&P MidCap 400 index.
- Market Impact: The inclusion of these companies in the S&P MidCap 400 is expected to influence market dynamics and investor interest in these sectors.
See More
