WelltowerWELL
WELL
About: Welltower owns a diversified healthcare portfolio of 2,336 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 100 properties in 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: 685
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 67
58% more repeat investments, than reductions
Existing positions increased: 518 | Existing positions reduced: 328
22% more call options, than puts
Call options by funds: $279M | Put options by funds: $230M
18% more capital invested
Capital invested by funds: $78.1B [Q4 2024] → $92.2B (+$14.2B) [Q1 2025]
13% more funds holding in top 10
Funds holding in top 10: 23 [Q4 2024] → 26 (+3) [Q1 2025]
8% more funds holding
Funds holding: 1,104 [Q4 2024] → 1,195 (+91) [Q1 2025]
5.18% less ownership
Funds ownership: 99.05% [Q4 2024] → 93.87% (-5.18%) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$157
3%
upside
Avg. target
$166
9%
upside
High target
$175
15%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Wells Fargo John Kilichowski | 15%upside $175 | Overweight Maintained | 2 Jun 2025 |
Morgan Stanley Ronald Kamdem | 5%upside $160 | Overweight Maintained | 6 May 2025 |
Evercore ISI Group Steve Sakwa | 3%upside $157 | In-Line Maintained | 1 May 2025 |
Mizuho Omotayo Okusanya | 12%upside $170 | Outperform Maintained | 18 Mar 2025 |
Financial journalist opinion
Based on 8 articles about WELL published over the past 30 days
Positive
Seeking Alpha
4 days ago
REITweek Conference: Fresh Data On All Things REIT
REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing share buybacks, capitalizing on the undervaluation to drive immediate NAV and AFFO/share accretion. The best opportunities are in shopping centers, industrial, farmland, and timberland—sectors with rising property values, strong fundamentals, and highly transactable assets.
Positive
Seeking Alpha
1 week ago
5 REITs I'm Buying As Housing And Labor Market Downturns Begin
Despite positive market sentiment, economic headwinds are growing, with cracks forming in the housing and labor markets, signaling the potential for a mild downturn. REITs are attractively valued now due to their rate sensitivity, discounted valuations, and solid free cash flow growth prospects amid likely falling interest rates. I am buying five high-quality, low-leverage REITs, each offering strong dividend growth and sector leadership.
Positive
Zacks Investment Research
1 week ago
Why Welltower (WELL) is a Top Momentum Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Neutral
Seeking Alpha
1 week ago
Why Warren Buffett Doesn't Buy REITs, But I Do (With A Twist)
Warren Buffett has only very rarely invested in REITs and has largely steered clear of the real estate sector. I detail why. I also share why I do invest in REITs and explain my unique approach to the sector.
Negative
Seeking Alpha
2 weeks ago
U.S. REIT Same-Store Net Operating Income Growth Slips In Q1
US equity REITs reported a marginal decline in the median growth rate of their same-store NOI in Q1 as the commercial real estate market continues to face macroeconomic challenges. Among all US equity REITs, the healthcare sector recorded the largest year-over-year gain in same-store NOI during the first quarter, with a median increase of 7.1%. During the first quarter, the office segment incurred losses in its same-store NOI, posting a median year-over-year decline of 0.9%.
Positive
Zacks Investment Research
2 weeks ago
Welltower (WELL) Up 0.7% Since Last Earnings Report: Can It Continue?
Welltower (WELL) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
3 weeks ago
Welltower Stock Rises 20.4% Year to Date: Will it Continue to Rise?
WELL is well-poised to gain from an aging population and a rise in senior citizens' healthcare expenditures. Favorable outpatient visit trends are encouraging.
Positive
Seeking Alpha
4 weeks ago
A Historic Opportunity For REIT Investors To Win Big
REITs should do fine overall in the coming years. But some specific REITs should crush the rest of the market. Peak pessimism leads to massive opportunities. I explain how you can win big when investing in individual REITs.
Positive
Zacks Investment Research
1 month ago
3 Reasons Why Growth Investors Shouldn't Overlook Welltower (WELL)
Welltower (WELL) possesses solid growth attributes, which could help it handily outperform the market.
Positive
Seeking Alpha
1 month ago
Scale Has Its Advantages: 3 A-Rated REIT Monopolies
Scale is a critical competitive advantage for companies, enabling them to expand, attract capital, and achieve strong market positions, as seen with Realty Income, Prologis, and Public Storage. Realty Income leverages its scale and diversification to maintain high occupancy rates and strong financial performance, boasting a fortress balance sheet and impressive dividend growth. Prologis excels with its vast warehouse portfolio, robust development pipeline, and strategic expansion into data centers, supported by a strong balance sheet and high earnings growth.
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