WelltowerWELL
WELL
About: Welltower owns a diversified healthcare portfolio of 2,137 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
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
116% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 63
18% more capital invested
Capital invested by funds: $63.1B [Q2] → $74.4B (+$11.3B) [Q3]
11% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 351
6% more funds holding
Funds holding: 978 [Q2] → 1,035 (+57) [Q3]
5% less funds holding in top 10
Funds holding in top 10: 22 [Q2] → 21 (-1) [Q3]
5.13% less ownership
Funds ownership: 101.26% [Q2] → 96.13% (-5.13%) [Q3]
39% less call options, than puts
Call options by funds: $176M | Put options by funds: $291M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$141
9%
upside
Avg. target
$146
13%
upside
High target
$155
20%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Raymond James Jonathan Hughes 33% 1-year accuracy 2 / 6 met price target | 20%upside $155 | Strong Buy Maintained | 16 Dec 2024 |
Mizuho Omotayo Okusanya 67% 1-year accuracy 14 / 21 met price target | 9%upside $141 | Outperform Maintained | 5 Dec 2024 |
Scotiabank Nicholas Yulico 42% 1-year accuracy 15 / 36 met price target | 10%upside $142 | Sector Outperform Maintained | 25 Nov 2024 |
Financial journalist opinion
Based on 6 articles about WELL published over the past 30 days
Positive
Zacks Investment Research
4 days ago
Welltower Stock Gains 18.5% in 6 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
5 days ago
Welltower Announces Date of Fourth Quarter 2024 Earnings Release, Conference Call and Webcast
TOLEDO, Ohio , Jan. 15, 2025 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release fourth quarter 2024 financial results after the close of trading on the New York Stock Exchange on Tuesday, February 11, 2025. The Company will host a conference call and webcast on Wednesday, February 12, 2025, at 9:00 a.m.
Positive
Seeking Alpha
2 weeks ago
Ready, Set, REIT: Why 2025 Could Be A Breakout Year
The commercial real estate sector, valued at $26 trillion, offers diverse opportunities despite low growth and commoditized assets, with REITs providing accessible and liquid investment options. Rising interest rates have pressured REIT performance, yet current valuations present attractive opportunities, especially in sectors like data centers, telecommunications, and warehousing. Despite a challenging 2024, REITs remain financially robust with low leverage and strong access to capital, positioning them well for a potential rebound.
Neutral
PRNewsWire
2 weeks ago
Welltower Announces Executive and Senior Leadership Team Promotions
TOLEDO, Ohio , Jan. 2, 2025 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced executive and senior leadership team promotions to further solidify its best-in-class team and to strengthen the Company's long-term growth prospects. "The transformation of Welltower and the progress we have made over the past decade would not have been possible without the dedication, contribution and impact of the individuals being recognized today," said Shankh Mitra, Welltower's Chief Executive Officer.
Negative
Seeking Alpha
3 weeks ago
3 REITs To Sell Before 2025
REITs have strongly recovered. As a result, some have become overvalued. I highlight 3 REITs to sell before 2025.
Positive
Zacks Investment Research
4 weeks ago
Here's Why You Should Retain Welltower Stock in Your Portfolio Now
WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.
Positive
Zacks Investment Research
1 month ago
3 Equity REIT Stocks to Bet on Amid Healthy Industry Fundamentals
The Zacks REIT and Equity Trust - Other industry players such as WELL, AHR and HIW are likely to benefit from healthy fundamentals and improving demand.
Positive
Seeking Alpha
1 month ago
Welltower REIT Became Too Pricey
Welltower Inc. has shown strong financial performance, driven by impressive growth in its senior housing operating portfolio (SHOP) and strategic acquisitions. The company has successfully deleveraged its balance sheet, maintaining significant liquidity and funding acquisitions, while enhancing its operating system and paying dividends. Despite strong growth and favorable demographic trends, WELL's stock appears overvalued, with a premium price and lower-than-historical dividend yield.
Positive
Zacks Investment Research
1 month ago
What Makes Welltower (WELL) a Strong Momentum Stock: Buy Now?
Does Welltower (WELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Positive
Zacks Investment Research
1 month ago
Key Reasons to Add Welltower Stock to Your Portfolio Now
WELL is likely to gain from a rise in senior citizen population and healthcare expenses. Capital-recycling efforts and a healthy balance sheet are other positives.
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