2,427 Welltower Inc. $WELL Shares Purchased by ProShare Advisors LLC

ProShare Advisors LLC boosted its holdings in Welltower Inc. (NYSE:WELL) by 2.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 126,095 shares of the real estate investment trust’s stock after buying an additional 2,427 shares during the period. ProShare Advisors LLC’s holdings in Welltower were worth $29,032,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Leonteq Securities AG grew its stake in Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 60 shares during the period. Kilter Group LLC purchased a new position in shares of Welltower in the 2nd quarter valued at $29,000. Sound Income Strategies LLC raised its stake in shares of Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares during the period. Solstein Capital LLC purchased a new position in shares of Welltower in the 2nd quarter valued at $34,000. Finally, Summit Securities Group LLC lifted its holdings in shares of Welltower by 42.6% during the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after acquiring an additional 49 shares in the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower lifted its outlook after reporting strong growth in senior housing, providing the clearest near-term catalyst for the stock. The update suggests improving occupancy, pricing, or operating trends could support future earnings and cash flow. Welltower stock lifts outlook after strong senior housing growth
• Positive Sentiment: Freedom Broker upgraded Welltower’s depositary receipt from “hold” to “buy,” adding to the positive analyst sentiment surrounding the company. Freedom Broker upgrades Welltower
• Positive Sentiment: Coverage following the third-quarter update highlighted the raised outlook and senior-housing momentum, helping support the view that Welltower can continue benefiting from favorable demographic trends. Welltower stock after Q3 outlook lift
• Neutral Sentiment: Potential Social Security reform could materially affect seniors’ disposable income and therefore demand for senior housing, but the timing and details remain uncertain. Social Security reform and Welltower demand
• Neutral Sentiment: Raymond James lowered its price target to $263 but maintained a favorable view, calling Welltower a strong large-cap option. Cantor Fitzgerald also trimmed its target to $258 while retaining an “overweight” rating. These reductions may reflect valuation discipline rather than a change in the long-term outlook. Raymond James lowers Welltower price target
• Negative Sentiment: One market report characterized the shares as falling after an earnings miss, which could weigh on sentiment; however, the broader earnings coverage and company outlook update point to stronger-than-expected operating momentum. Welltower shares after earnings

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction on Wednesday, August 26th. The stock was purchased at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares in the company, valued at $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Corporate insiders own 0.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on WELL shares. Robert W. Baird upped their price target on shares of Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. BMO Capital Markets increased their price target on Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. BNP Paribas Exane raised their price objective on Welltower from $238.00 to $272.00 and gave the company an “outperform” rating in a research report on Tuesday, July 28th. Citigroup boosted their price objective on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Evercore restated an “outperform” rating and set a $256.00 price objective (down from $260.00) on shares of Welltower in a research note on Monday, September 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Welltower has an average rating of “Moderate Buy” and an average target price of $259.81.

Welltower Stock Performance

NYSE:WELL opened at $234.43 on Monday. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. The firm has a 50-day moving average of $233.51 and a two-hundred day moving average of $218.24. The stock has a market cap of $171.98 billion, a P/E ratio of 101.48, a PEG ratio of 1.13 and a beta of 0.79. Welltower Inc. has a 1-year low of $178.19 and a 1-year high of $255.20.

Welltower (NYSE:WELL) last announced its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The company had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same period last year, the firm earned $1.34 earnings per share. The company’s revenue was up 38.4% on a year-over-year basis. On average, research analysts expect that Welltower Inc. will post 6.49 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be issued a $0.85 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.40 dividend on an annualized basis and a yield of 1.5%. Welltower’s dividend payout ratio is currently 147.19%.

Welltower Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.