WelltowerWELL
WELL
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
92% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 78
41% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 318
10% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 23 (+2) [Q4]
5% more funds holding
Funds holding: 1,038 [Q3] → 1,091 (+53) [Q4]
2.9% more ownership
Funds ownership: 96.02% [Q3] → 98.92% (+2.9%) [Q4]
5% more capital invested
Capital invested by funds: $74.4B [Q3] → $78B (+$3.54B) [Q4]
47% less call options, than puts
Call options by funds: $155M | Put options by funds: $295M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$145
6%
downside
Avg. target
$175
13%
upside
High target
$242
57%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Mizuho Omotayo Okusanya 62% 1-year accuracy 8 / 13 met price target | 10%upside $170 | Outperform Maintained | 18 Mar 2025 |
Wells Fargo John Kilichowski 47% 1-year accuracy 7 / 15 met price target | 3%upside $158 | Equal-Weight Maintained | 10 Mar 2025 |
Scotiabank Nicholas Yulico 48% 1-year accuracy 19 / 40 met price target | 8%upside $166 | Sector Outperform Maintained | 6 Mar 2025 |
Evercore ISI Group Steve Sakwa 49% 1-year accuracy 24 / 49 met price target | 6%downside $145 | In-Line Maintained | 4 Mar 2025 |
B of A Securities Joshua Dennerlein 64% 1-year accuracy 9 / 14 met price target | 57%upside $242 | Buy Maintained | 18 Feb 2025 |
Financial journalist opinion
Based on 16 articles about WELL published over the past 30 days
Positive
Zacks Investment Research
1 hour ago
Welltower Secures Credit Rating Upgrade From S&P & Moody's
In a positive development, WELL achieves an 'A-' credit rating from S&P and an 'A3' credit rating from Moody's, based on its operational excellence and balance sheet strength.
Neutral
PRNewsWire
22 hours ago
Welltower's Credit Rating Upgraded by S&P Global Ratings to 'A-' and by Moody's Investor Services to 'A3'
TOLEDO, Ohio , March 31, 2025 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) (the "Company") today announced that S&P Global Ratings ("S&P") and Moody's Investor Service, Inc. ("Moody's") raised their credit ratings related to the Company to "A-" with a stable outlook and to "A3" with a stable outlook, respectively. In its note, S&P cited Welltower's continued benefit from robust industry tailwinds and the material strengthening of its balance sheet as drivers of the ratings upgrade.
Positive
Zacks Investment Research
1 day ago
Here's Why You Should Retain Welltower Stock in Your Portfolio
WELL is well-poised to gain from an aging population and a rise in senior citizens' healthcare expenditures. However, high competition is a concern.
Neutral
Benzinga
3 days ago
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Positive
Seeking Alpha
1 week ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.
Positive
Zacks Investment Research
2 weeks ago
Bet on These 3 Equity REIT Stocks Despite Industry Challenges
The Zacks REIT and Equity Trust - Other industry players such as WELL, SBAC and SLG are likely to benefit from healthy fundamentals and improving demand.
Positive
Zacks Investment Research
2 weeks ago
Is it Wise to Retain Healthpeak Properties Stock in Your Portfolio?
DOC is likely to gain from solid demand for lab assets and rising senior citizens' healthcare spending despite high competition and debt burden.
Positive
Zacks Investment Research
2 weeks ago
Welltower Stock Gains 14.5% in 3 Months: Will it Continue to Rise?
WELL is well-poised to gain from an aging population and a rise in senior citizens' healthcare expenditures. Favorable outpatient visit trends are encouraging.
Neutral
PRNewsWire
3 weeks ago
Welltower Reveals a New Visual Identity
Refreshed brand imagery and website reflect a decade-long transformation of the organization driven by a bold outsider mindset TOLEDO, Ohio , March 7, 2025 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) (the "Company"), Today, Welltower® Inc., an S&P 500 company and the world's preeminent residential wellness and healthcare infrastructure company, announced the launch of its refreshed brand identity and launch of a new website. "Over the past decade, Welltower has undergone a dramatic transformation from a healthcare real estate deal shop to a data science and technology driven operating company in a highly attractive built-environment, or a real estate wrapper," said Shankh Mitra, Welltower's CEO.
Positive
Zacks Investment Research
3 weeks ago
4 Reasons to Add Welltower Stock to Your Portfolio Right Now
A rise in the senior citizen population and healthcare expenses, capital-recycling efforts and a healthy balance sheet are likely to support WELL stock.
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