Welltower Inc. $WELL Shares Sold by Cbre Investment Management Listed Real Assets LLC

Cbre Investment Management Listed Real Assets LLC reduced its stake in Welltower Inc. (NYSE:WELL) by 7.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,043,945 shares of the real estate investment trust’s stock after selling 227,526 shares during the period. Welltower accounts for about 7.7% of Cbre Investment Management Listed Real Assets LLC’s holdings, making the stock its biggest position. Cbre Investment Management Listed Real Assets LLC’s holdings in Welltower were worth $542,248,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in WELL. Brighton Jones LLC grew its position in shares of Welltower by 7.1% in the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares during the last quarter. 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 acquiring 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 acquiring an additional 127 shares during the last quarter. Savant Capital LLC boosted its stake in Welltower by 8.2% in the second quarter. Savant Capital LLC now owns 10,609 shares of the real estate investment trust’s stock valued at $1,631,000 after acquiring an additional 802 shares in the last quarter. Finally, AE Wealth Management LLC boosted its stake in Welltower by 44.6% in the second quarter. AE Wealth Management LLC now owns 3,013 shares of the real estate investment trust’s stock valued at $463,000 after acquiring an additional 930 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on WELL. UBS Group set a $240.00 target price on Welltower in a research report on Thursday, February 12th. Wells Fargo & Company upped their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. Jefferies Financial Group restated a “buy” rating and set a $231.00 price target on shares of Welltower in a research note on Monday, December 15th. Citigroup lifted their price target on Welltower from $215.00 to $245.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, Morgan Stanley boosted their price objective on Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $224.71.

Welltower Price Performance

Welltower stock opened at $205.24 on Thursday. The company has a market cap of $143.20 billion, a P/E ratio of 146.60, a price-to-earnings-growth ratio of 1.42 and a beta of 0.82. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43. The business has a fifty day moving average of $196.42 and a two-hundred day moving average of $186.94. The company has a debt-to-equity ratio of 0.45, a quick ratio of 3.46 and a current ratio of 3.46.

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

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders 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 1.4%. The ex-dividend date was Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is presently 211.43%.

Welltower 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.