WelltowerWELL Market cap $76.5B
About: Welltower owns a diversified healthcare portfolio of 2,096 in-place properties spread across the senior housing, medical office, and skilled nursing/post-acute care sectors. The portfolio includes over 100 properties in both Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.
Employees: 533
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
54% more repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 279
48% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 83
20% more capital invested
Capital invested by funds: $50.7B [Q1] → $61B (+$10.3B) [Q2]
10% more funds holding in top 10
Funds holding in top 10: 20 [Q1] → 22 (+2) [Q2]
4% more funds holding
Funds holding: 934 [Q1] → 974 (+40) [Q2]
2.41% more ownership
Funds ownership: 95.48% [Q1] → 97.89% (+2.41%) [Q2]
29% less call options, than puts
Call options by funds: $122M | Put options by funds: $172M
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Wells Fargo James Feldman 50% 1-year accuracy 5 / 10 met price target | 8%upside $135 | Equal-Weight Downgraded | 1 Oct 2024 |
Scotiabank Nicholas Yulico 58% 1-year accuracy 11 / 19 met price target | 6%upside $133 | Sector Outperform Maintained | 23 Sept 2024 |
Evercore ISI Group Steve Sakwa 45% 1-year accuracy 19 / 42 met price target | 9%downside $114 | In-Line Maintained | 16 Sept 2024 |
Evercore ISI Group Steve Sakwa 45% 1-year accuracy 19 / 42 met price target | 16%downside $106 | In-Line Maintained | 28 Aug 2024 |
Deutsche Bank Omotayo Okusanya 79% 1-year accuracy 11 / 14 met price target | 9%upside $137 | Buy Maintained | 21 Aug 2024 |
Financial journalist opinion
Based on 5 articles about WELL published over the past 30 days