180 Wealth Advisors LLC Decreases Stock Holdings in Welltower Inc. $WELL

180 Wealth Advisors LLC lessened its holdings in Welltower Inc. (NYSE:WELL) by 43.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,903 shares of the real estate investment trust’s stock after selling 2,940 shares during the period. 180 Wealth Advisors LLC’s holdings in Welltower were worth $724,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Welltower during the second quarter worth $4,903,554,000. Vanguard Group Inc. lifted its stake in shares of Welltower by 4.7% in the third quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock worth $15,993,121,000 after acquiring an additional 3,991,896 shares in the last quarter. Capital World Investors boosted its holdings in Welltower by 167.2% in the third quarter. Capital World Investors now owns 4,247,262 shares of the real estate investment trust’s stock valued at $756,607,000 after purchasing an additional 2,657,766 shares during the last quarter. Capital International Investors grew its stake in Welltower by 4.1% during the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. Finally, State Street Corp grew its stake in Welltower by 4.6% during the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock valued at $6,090,212,000 after purchasing an additional 1,740,196 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

WELL has been the subject of several research analyst reports. Wells Fargo & Company increased their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. Citigroup increased their price objective on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Mizuho raised their price objective on shares of Welltower from $216.00 to $231.00 and gave the stock an “outperform” rating in a report on Wednesday, March 4th. Finally, Morgan Stanley boosted their target price on shares of Welltower from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 18th. One research 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 issued a Sell rating to the company. Based on data from MarketBeat, Welltower has an average rating of “Moderate Buy” and a consensus target price of $224.71.

Welltower Stock Performance

WELL stock opened at $194.85 on Tuesday. The stock’s 50 day simple moving average is $199.53 and its 200 day simple moving average is $189.23. Welltower Inc. has a 12-month low of $130.29 and a 12-month high of $216.43. The firm has a market cap of $135.96 billion, a P/E ratio of 139.18, a P/E/G ratio of 1.34 and a beta of 0.82. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45.

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

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were given a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio 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.