Quantitative Investment Management LLC Raises Stake in Welltower Inc. $WELL

Quantitative Investment Management LLC grew its stake in shares of Welltower Inc. (NYSE:WELL) by 127.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,943 shares of the real estate investment trust’s stock after acquiring an additional 6,135 shares during the period. Quantitative Investment Management LLC’s holdings in Welltower were worth $2,483,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of WELL. Dimensional Fund Advisors LP increased its stake in Welltower by 0.7% in the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after acquiring an additional 57,938 shares during the last quarter. Easterly Investment Partners LLC lifted its stake in Welltower by 184.9% during the fourth quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after purchasing an additional 59,967 shares during the last quarter. SG Americas Securities LLC boosted its holdings in shares of Welltower by 331.4% in the 1st quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after purchasing an additional 862,586 shares in the last quarter. Swiss National Bank increased its position in shares of Welltower by 9.9% during the 1st quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after purchasing an additional 181,400 shares during the last quarter. Finally, Dai ichi Life Insurance Company Ltd increased its position in shares of Welltower by 26.6% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock valued at $8,686,000 after purchasing an additional 9,217 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

WELL stock opened at $237.51 on Monday. The firm has a 50 day moving average price of $235.54 and a 200-day moving average price of $217.73. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The firm has a market capitalization of $171.18 billion, a price-to-earnings ratio of 108.95, a PEG ratio of 1.14 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16.

Welltower (NYSE:WELL) last announced its quarterly earnings results 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 firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on WELL shares. Scotiabank decreased their price objective on Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. BMO Capital Markets restated an “outperform” rating and set a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Raymond James Financial began coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target on the stock. Weiss Ratings downgraded Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Finally, Barclays started coverage on shares of Welltower in a report on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 target price on the stock. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $246.11.

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The stock was bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the completion of the transaction, the director owned 25,000 shares of the company’s stock, valued at $5,986,750. This represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.37% of the stock is owned by insiders.

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.