WelltowerWELL
Market Cap: $75.9B
About: Welltower owns a diversified healthcare portfolio of 2,096 in-place properties spread across the senior housing, medical office, and skilled nursing/post-acute care sectors. The portfolio includes over 100 properties in both Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.
Employees: 533
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
54% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 279
44% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 84
20% more capital invested
Capital invested by funds: $50.7B [Q1] → $61B (+$10.3B) [Q2]
10% more funds holding in top 10
Funds holding in top 10: 20 [Q1] → 22 (+2) [Q2]
4% more funds holding
Funds holding: 934 [Q1] → 971 (+37) [Q2]
2.4% more ownership
Funds ownership: 95.48% [Q1] → 97.88% (+2.4%) [Q2]
29% less call options, than puts
Call options by funds: $121M | Put options by funds: $171M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Evercore ISI Group Steve Sakwa 66% 1-year accuracy 31 / 47 met price target | 15%downside $106 | In-Line Maintained | 28 Aug 2024 |
Deutsche Bank Omotayo Okusanya 72% 1-year accuracy 13 / 18 met price target | 10%upside $137 | Buy Maintained | 21 Aug 2024 |
RBC Capital Michael Carroll 81% 1-year accuracy 17 / 21 met price target | 9%downside $114 | Sector Perform Maintained | 9 Aug 2024 |
Scotiabank Nicholas Yulico 68% 1-year accuracy 15 / 22 met price target | 3%downside $121 | Sector Outperform Maintained | 7 Aug 2024 |
Wedbush Richard Anderson 87% 1-year accuracy 33 / 38 met price target | 4%downside $120 | Neutral Maintained | 5 Aug 2024 |
Financial journalist opinion
Based on 5 articles about WELL published over the past 30 days