Quantitative Investment Management LLC Acquires 6,135 Shares of Welltower Inc. $WELL

Quantitative Investment Management LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 127.6% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 10,943 shares of the real estate investment trust’s stock after acquiring an additional 6,135 shares during the quarter. Quantitative Investment Management LLC’s holdings in Welltower were worth $2,483,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Revolve Wealth Partners LLC raised its position in Welltower by 3.3% during the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after purchasing an additional 45 shares during the period. Family Wealth Partners LLC boosted its holdings in shares of Welltower by 1.3% in the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock worth $835,000 after purchasing an additional 48 shares during the period. Summit Securities Group LLC boosted its holdings in shares of Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 49 shares during the period. Parkside Financial Bank & Trust increased its position in shares of Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust’s stock valued at $367,000 after purchasing an additional 49 shares during the last quarter. Finally, Parallel Advisors LLC increased its position in shares of Welltower by 0.7% during the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust’s stock valued at $1,416,000 after purchasing an additional 50 shares during the last quarter. Institutional investors own 94.80% of the company’s stock.

Insider Activity

In related news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction dated Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. The trade was a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Welltower Stock Down 0.2%

NYSE:WELL opened at $237.51 on Monday. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The company has a 50-day moving average of $235.54 and a 200 day moving average of $217.73. The firm has a market cap of $171.18 billion, a PE ratio of 108.95, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16.

Welltower (NYSE:WELL) last released its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts anticipate that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were given a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s payout ratio is 155.96%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on WELL. Cantor Fitzgerald raised their target price on shares of Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Evercore reissued an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a research report on Thursday, July 30th. Wells Fargo & Company raised their price objective on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Finally, Scotiabank dropped their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Fourteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $246.11.

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.