Clear Trail Advisors LLC Purchases 2,892 Shares of Welltower Inc. $WELL

Clear Trail Advisors LLC boosted its position in shares of Welltower Inc. (NYSE:WELL) by 176.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,531 shares of the real estate investment trust’s stock after acquiring an additional 2,892 shares during the period. Clear Trail Advisors LLC’s holdings in Welltower were worth $896,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock worth $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after purchasing an additional 127 shares during the period. Baird Financial Group Inc. boosted its stake in Welltower by 7.3% during the 2nd quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after purchasing an additional 735 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Welltower by 27.0% in the 2nd quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after buying an additional 2,641 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Trading Up 2.5%

Shares of WELL stock opened at $211.72 on Tuesday. The firm has a fifty day moving average of $210.77 and a 200-day moving average of $201.48. The stock has a market cap of $149.45 billion, a price-to-earnings ratio of 104.81, a P/E/G ratio of 1.07 and a beta of 0.79. Welltower Inc. has a 52-week low of $148.97 and a 52-week high of $221.68. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.34. The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm’s revenue was up 38.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, equities research analysts forecast that Welltower Inc. will post 6.32 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, May 13th. Welltower’s payout ratio is presently 146.53%.

Wall Street Analyst Weigh In

Several research analysts have commented on WELL shares. Citigroup lifted their price target on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Raymond James Financial assumed coverage on Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective for the company. 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. Scotiabank dropped their target price on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $230.25.

About Welltower

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.