Welltower Inc. $WELL is Aew Capital Management L P’s Largest Position

Aew Capital Management L P trimmed its holdings in shares of Welltower Inc. (NYSE:WELL) by 6.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,205,060 shares of the real estate investment trust’s stock after selling 78,220 shares during the quarter. Welltower accounts for approximately 12.0% of Aew Capital Management L P’s portfolio, making the stock its biggest position. Aew Capital Management L P owned about 0.18% of Welltower worth $214,669,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. TD Asset Management Inc boosted its stake in Welltower by 4.9% during the third quarter. TD Asset Management Inc now owns 239,515 shares of the real estate investment trust’s stock worth $42,667,000 after buying an additional 11,149 shares during the period. Mount Lucas Management LP lifted its holdings in shares of Welltower by 3.3% in the 3rd quarter. Mount Lucas Management LP now owns 11,382 shares of the real estate investment trust’s stock worth $2,028,000 after acquiring an additional 368 shares during the last quarter. Greenland Capital Management LP boosted its position in shares of Welltower by 331.5% during the 3rd quarter. Greenland Capital Management LP now owns 61,656 shares of the real estate investment trust’s stock worth $10,635,000 after purchasing an additional 47,366 shares during the period. Mufg Securities Americas Inc. increased its holdings in Welltower by 31.0% in the 3rd quarter. Mufg Securities Americas Inc. now owns 18,036 shares of the real estate investment trust’s stock valued at $3,213,000 after purchasing an additional 4,268 shares during the last quarter. Finally, Compound Planning Inc. increased its holdings in Welltower by 9.6% in the 3rd quarter. Compound Planning Inc. now owns 7,010 shares of the real estate investment trust’s stock valued at $1,249,000 after purchasing an additional 615 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

WELL has been the subject of several research analyst reports. Morgan Stanley raised their price target on Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. Jefferies Financial Group reissued a “buy” rating and set a $231.00 target price on shares of Welltower in a research note on Monday, December 15th. Loop Capital set a $196.00 target price on Welltower in a research report on Wednesday, October 29th. UBS Group set a $240.00 price target on shares of Welltower in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and set a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $218.79.

Welltower Stock Performance

Shares of Welltower stock opened at $209.39 on Wednesday. The business has a 50-day simple moving average of $192.09 and a 200-day simple moving average of $183.78. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The company has a market cap of $146.10 billion, a PE ratio of 149.56, a P/E/G ratio of 1.43 and a beta of 0.85.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The company had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the previous year, the firm earned $1.13 earnings per share. The firm’s quarterly revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, equities research analysts forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be paid a $0.74 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is currently 211.43%.

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.