AMERICAN HEALTHCARE REIT INC SEC Filings

Mark E. Foster, EVP, GC & Secretary of American Healthcare REIT, Inc. (AHR), reported the sale of 3,850 shares of the company's common stock on 09/03/2025 at an average price of $41.8887 per share, with transaction prices ranging from $41.84 to $41.92. After the sale, the reporting person beneficially owned 59,100 shares. The ownership total includes 1,059 shares newly acquired under the issuer's Employee Stock Purchase Plan, as disclosed in the form.

The filing is a Section 16 Form 4 reporting a non-derivative disposition by a company officer. The report includes an undertaking to provide, upon request, a breakdown of the number of shares sold at each separate price. No derivative transactions, amendments, or additional material terms are disclosed in this submission.

Form 144 filed for American Healthcare REIT, Inc. (AHR) reports a proposed sale of 3,850 shares of common stock with an aggregate market value of $161,271.00. The filing lists 168,575,204 shares outstanding and an approximate sale date of 09/03/2025 on the NYSE through Merrill (8890 Lyra Dr, Columbus, OH). The securities to be sold were acquired as restricted stock that vested on 08/26/2024 (1,242 shares) and 09/03/2024 (2,608 shares), both from American Healthcare REIT, Inc. The filer indicates no securities sold in the past three months and includes the required representation about absence of undisclosed material adverse information.

Principal Real Estate Investors, LLC and Principal Global Investors jointly report beneficial ownership of 9,622,200 shares of American Healthcare REIT, Inc. (AHR), representing 6.0% of the outstanding class. The filing breaks ownership down as 8,505,227 shares (5.3%) held with shared voting and dispositive power by Principal Real Estate Investors and 1,116,973 shares (0.7%) held with shared voting and dispositive power by Principal Global Investors. Both reporting persons indicate no sole voting or dispositive power and classify themselves as an IA (investment adviser).

The filing includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

American Healthcare REIT, Inc. (NYSE: AHR) filed a prospectus supplement establishing an “at-the-market” equity program to offer up to $1,000,000,000 of common stock. Shares may be sold through appointed agents or via forward sale agreements; physical settlement would yield net proceeds equal to the forward price times shares, while cash or net-share settlement could result in no proceeds or require payments or share deliveries. The stock closed at $39.86 on August 7, 2025. Net proceeds are intended to be contributed to the Operating Partnership for OP Units and used for general corporate purposes, including repayment of indebtedness; as of June 30, 2025 there were no outstanding revolver borrowings under the Credit Facility (matures Feb 14, 2028). The prospectus highlights dilution risk, forward-settlement acceleration and tax uncertainty related to cash settlements of forward agreements.

American Healthcare REIT, Inc. (AHR) reported rising operating revenue and a return to quarterly profit driven by resident fees. Total revenues were $542,503,000 for the three months ended June 30, 2025, up from $504,581,000 a year earlier; resident fees and services increased to $501,285,000. Net income for the quarter was $10,079,000 versus $2,926,000 in Q2 2024, producing basic earnings per share of $0.06 versus $0.01. Cash and cash equivalents rose to $133,494,000 and combined cash, cash equivalents and restricted cash were $169,991,000 at period end. The company recorded impairment charges of $12,659,000 in the quarter and $34,365,000 year-to-date related to certain outpatient medical buildings. Mortgage debt outstanding was $983,510,000 and borrowings under the 2024 Credit Facility totaled $550,000,000 (approximately $549,632,000 net). During the period AHR completed property acquisitions and dispositions, issued common equity under ATM and follow-on programs, and declared distributions totaling $0.50 per share for the six months.

American Healthcare REIT, Inc. entered into an at-the-market (ATM) equity offering sales agreement that allows the company to offer and sell up to $1.0 billion of its common stock through a group of major investment banks acting as agents or, if applicable, as forward sellers or purchasers. The agreement replaces the prior ATM program, which had no remaining unsold shares, and permits sales in negotiated block trades, ordinary brokers' transactions at prevailing market prices, on exchanges, or through electronic networks.

The agents may earn commissions up to 2.0% of gross sales price, and the company may also sell shares directly to agents as principals or enter into forward sale agreements with specified forward purchasers. Forward sale mechanics include daily interest-rate-based adjustments and decreases for expected dividends; the company will not receive proceeds from shares borrowed and sold by a Forward Purchaser. Net proceeds are expected to be contributed to the registrant's Operating Partnership for general corporate purposes, including debt repayment, working capital, capital expenditures, and potential investments.

American Healthcare REIT (NYSE:AHR) filed a Form 4 reporting a routine insider transaction. Director Marvin R. O'Quinn was granted 3,042 shares of restricted common stock on June 25, 2025 upon his re-election to the board. The grant carries a cost basis of $0 and is scheduled to vest on June 25, 2026. Following the award, O'Quinn’s beneficial ownership increases to 18,062 shares. No shares were sold or disposed of, and the filing does not reference a Rule 10b5-1 trading plan. The disclosure represents typical board compensation and does not indicate any material change in insider sentiment or the company’s financial condition.