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

Cbre Investment Management Listed Real Assets LLC boosted its stake in shares of Welltower Inc. (NYSE:WELL) by 6.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,229,678 shares of the real estate investment trust’s stock after buying an additional 185,733 shares during the quarter. Welltower makes up 8.8% of Cbre Investment Management Listed Real Assets LLC’s holdings, making the stock its largest holding. Cbre Investment Management Listed Real Assets LLC’s holdings in Welltower were worth $599,461,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in Welltower by 2.9% during the 4th quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock valued at $17,154,349,000 after purchasing an additional 2,643,088 shares during the last quarter. Capital International Investors raised its stake in shares of Welltower by 4.1% in the 3rd quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock valued at $8,285,296,000 after buying an additional 1,842,934 shares in the last quarter. State Street Corp raised its stake in shares of Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after buying an additional 1,637,665 shares in the last quarter. Norges Bank acquired a new position in shares of Welltower in the 4th quarter valued at $5,466,264,000. Finally, Bank of America Corp DE raised its stake in shares of Welltower by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock valued at $3,452,102,000 after buying an additional 367,463 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Jefferies Financial Group increased their price objective on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Mizuho set a $239.00 price objective on shares of Welltower in a research note on Friday, May 22nd. Scotiabank increased their price objective on shares of Welltower from $236.00 to $248.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Finally, UBS Group increased their price objective on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research note on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $231.60.

Welltower Trading Down 3.8%

WELL opened at $197.57 on Tuesday. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock has a market capitalization of $139.47 billion, a PE ratio of 97.81, a PEG ratio of 1.06 and a beta of 0.79. Welltower Inc. has a 1-year low of $148.60 and a 1-year high of $221.68. The firm has a 50-day moving average price of $208.37 and a two-hundred day moving average price of $200.75.

Welltower (NYSE:WELL) last posted its quarterly earnings data 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 firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. During the same quarter last year, the company posted $1.20 EPS. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities analysts anticipate 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 given a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.