AHR close: $13.2 on 2024-02-07 to $55.9 on 2026-08-21.
Split-adj closes · 240 of 631 · price returnⓘ
At a glance
Short interest10.2% of sh out
Days to cover9.7d
13F net flow (QoQ)+3.50%
Top-10 13F concentration53.1%
Next report (est.)2026-11-05
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
P/E (FY)133.2×
Sales (TTM)$2.50B
Earnings (TTM)$121.0M
ROE2.5%
Net margin3.1%
ROIC15.2%
Sales growth 3Y11.8%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+20.1%
1Y+34.5%
Since incept. (ann.)+83.0%
Total return · from 2024-02-07ⓘ
Risk
Ann. volatility (1Y)26.1%
Ann. volatility (3Y)27.1%
Sharpe (1Y)1.37
Sharpe (3Y)2.40
Max drawdown (1Y)−13.6%
Max drawdown (3Y)−13.6%
Beta (3Y vs SPY)0.74
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BlackRock, Inc.
28.7M
$1.4B
15.29%
+42.7%
VANGUARD PORTFOLIO MANAGEMENT LLC
16.1M
$760M
8.58%
new
STATE STREET CORP
9.5M
$452M
5.08%
+34.7%
WELLINGTON MANAGEMENT GROUP LLP
8.3M
$391M
4.41%
+4.6%
VANGUARD CAPITAL MANAGEMENT LLC
8.2M
$387M
4.36%
new
PRINCIPAL FINANCIAL GROUP INC
7.4M
$350M
3.95%
+3.2%
Invesco Ltd.
6.8M
$320M
3.61%
+22.5%
GEODE CAPITAL MANAGEMENT, LLC
6.2M
$305M
3.29%
+15.4%
Δ vs 2025-Q4 · Institutional 13F holdings sum to 100.1% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 16,301,539 shares (settlement 2026-05-15) accounts for the excess.ⓘ
Latest reported quarterslast report 2026-08-06
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-06-30
2026-08-06
$0.16
+166.7%
$674.3M
+24.3%
2026-03-31
2026-05-07
$0.13
—
$650.8M
+20.4%
2025-12-31
2026-02-26
$0.07
—
$604.1M
+11.3%
2025-09-30
2025-11-06
$0.33
—
$572.9M
+9.4%
As-reported XBRL · next 2026-11-05 est.ⓘ
Segment mixFY2025 (ended Dec 2025)
Integrated Senior Health Campuses 78% · SHOP 15% · Outpatient Medical 6% · Triple Net Leased Properties 2%
business · TAGGED revenueⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
