Venture Visionary Partners LLC Has $14.33 Million Stock Holdings in Welltower Inc. $WELL

Venture Visionary Partners LLC trimmed its position in shares of Welltower Inc. (NYSE:WELL) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,144 shares of the real estate investment trust’s stock after selling 3,461 shares during the period. Venture Visionary Partners LLC’s holdings in Welltower were worth $14,328,000 as of its most recent filing with the Securities and Exchange Commission.

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

Welltower Trading Down 0.1%

NYSE:WELL opened at $213.96 on Monday. The company’s 50 day moving average is $209.96 and its 200-day moving average is $201.29. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12 month low of $148.97 and a 12 month high of $221.68. The firm has a market cap of $151.03 billion, a price-to-earnings ratio of 105.92, a P/E/G ratio of 1.11 and a beta of 0.79.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The business had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the prior year, the firm earned $1.20 EPS. Welltower’s quarterly revenue was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Equities analysts anticipate that Welltower Inc. will post 6.32 EPS for the current year.

Welltower Dividend Announcement

The company also recently declared 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 was Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. Mizuho set a $239.00 target price on shares of Welltower in a research note on Friday, May 22nd. Morgan Stanley raised their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. KeyCorp lifted their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a research note on Tuesday, February 24th. Weiss Ratings raised shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, June 2nd. Finally, Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $231.60.

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.