Welltower Inc. $WELL is Centersquare Investment Management LLC’s Largest Position

Centersquare Investment Management LLC increased its position in shares of Welltower Inc. (NYSE:WELL) by 5.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,257,190 shares of the real estate investment trust’s stock after buying an additional 258,980 shares during the quarter. Welltower comprises approximately 9.4% of Centersquare Investment Management LLC’s portfolio, making the stock its largest position. Centersquare Investment Management LLC owned about 0.77% of Welltower worth $936,516,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in WELL. Brighton Jones LLC grew its holdings in shares of Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 279 shares during the period. Empowered Funds LLC lifted its position in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Welltower by 7.1% in the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in Welltower by 8.1% during the second quarter. Envestnet Asset Management Inc. now owns 496,073 shares of the real estate investment trust’s stock worth $76,261,000 after buying an additional 37,339 shares during the period. Finally, Bessemer Group Inc. raised its stake in shares of Welltower by 6.0% in the 2nd quarter. Bessemer Group Inc. now owns 8,188 shares of the real estate investment trust’s stock valued at $1,258,000 after acquiring an additional 465 shares during the period. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE:WELL opened at $208.09 on Thursday. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The firm has a market capitalization of $145.20 billion, a PE ratio of 148.64, a price-to-earnings-growth ratio of 1.43 and a beta of 0.85. The business’s fifty day moving average price is $192.46 and its 200 day moving average price is $183.95.

Welltower (NYSE:WELL) last announced 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 return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same period in the previous year, the business earned $1.13 EPS. Welltower’s revenue for the quarter 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, sell-side analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $0.74 per share. The ex-dividend date of this dividend 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 presently 211.43%.

Wall Street Analyst Weigh In

WELL has been the topic of a number of research analyst reports. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Jefferies Financial Group restated a “buy” rating and set a $231.00 target price on shares of Welltower in a report on Monday, December 15th. Loop Capital set a $196.00 price target on shares of Welltower in a research note on Wednesday, October 29th. KeyCorp lifted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, Citigroup raised their price target on shares of Welltower from $215.00 to $245.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $218.79.

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.