GSI Capital Advisors LLC Has $15.75 Million Stock Holdings in Welltower Inc. $WELL

GSI Capital Advisors LLC lessened its stake in Welltower Inc. (NYSE:WELL) by 5.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 88,409 shares of the real estate investment trust’s stock after selling 5,268 shares during the quarter. Welltower accounts for about 8.9% of GSI Capital Advisors LLC’s holdings, making the stock its 2nd biggest position. GSI Capital Advisors LLC’s holdings in Welltower were worth $15,749,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new position in Welltower in the second quarter worth approximately $4,903,554,000. Vanguard Group Inc. grew its position in 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. State Street Corp increased its stake in shares of 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 worth $6,090,212,000 after purchasing an additional 1,740,196 shares during the last quarter. Balyasny Asset Management L.P. lifted its stake in shares of Welltower by 241.5% in the 2nd quarter. Balyasny Asset Management L.P. now owns 1,241,145 shares of the real estate investment trust’s stock valued at $190,801,000 after purchasing an additional 877,725 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in Welltower by 5.1% in the second quarter. Geode Capital Management LLC now owns 15,012,454 shares of the real estate investment trust’s stock worth $2,303,484,000 after purchasing an additional 723,887 shares in the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

Shares of WELL opened at $207.40 on Friday. The stock has a market capitalization of $144.71 billion, a price-to-earnings ratio of 148.15, a PEG ratio of 1.44 and a beta of 0.85. Welltower Inc. has a 12 month low of $130.29 and a 12 month high of $216.43. The firm has a fifty day simple moving average of $193.31 and a 200 day simple moving average of $184.40. 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 issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The business’s quarterly revenue was up 41.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Research analysts forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Wall Street Analysts Forecast Growth

WELL has been the topic of a number of recent analyst reports. Wall Street Zen downgraded Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Wells Fargo & Company raised their target price on shares of Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, November 25th. Royal Bank Of Canada increased their price target on shares of Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday. Weiss Ratings cut shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Finally, Jefferies Financial Group restated a “buy” rating and set a $231.00 price target on shares of Welltower in a research report on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price 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.