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 7,431 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
65% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 77
59% more repeat investments, than reductions
Existing positions increased: 570 | Existing positions reduced: 358
19% more funds holding in top 10
Funds holding in top 10: 27 [Q1] → 32 (+5) [Q2]
7% more capital invested
Capital invested by funds: $92.5B [Q1] → $98.9B (+$6.37B) [Q2]
4.26% more ownership
Funds ownership: 94.15% [Q1] → 98.42% (+4.26%) [Q2]
2% more funds holding
Funds holding: 1,209 [Q1] → 1,228 (+19) [Q2]
45% less call options, than puts
Call options by funds: $133M | Put options by funds: $243M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$172
4%
upside
Avg. target
$174
5%
upside
High target
$175
6%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Evercore ISI Group Steve Sakwa | 6%upside $175 | In-Line Maintained | 30 Jul 2025 |
Scotiabank Nicholas Yulico | 4%upside $172 | Sector Outperform Maintained | 23 Jun 2025 |
Wells Fargo John Kilichowski | 6%upside $175 | Overweight Maintained | 2 Jun 2025 |
Financial journalist opinion
Based on 19 articles about WELL published over the past 30 days
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Positive
Zacks Investment Research
1 week ago
Welltower Stock Rises 28.9% Year to Date: Will the Trend Last?
WELL's strong senior housing growth, strategic acquisitions and solid balance sheet fuel a 28.9% YTD stock price surge.
Positive
Seeking Alpha
1 week ago
REIT Replay: U.S. REIT Indexes Grow During Week Ended Aug. 15
The Dow Jones Equity All REIT index grew 0.59% during the recent week, while the MSCI US REIT index increased 0.71%. The healthcare REIT index was the sole Dow Jones US real estate sector property index to close the recent week in the red, down 1.57%. Cannabis-oriented Innovative Industrial Properties Inc. was the top-performing REIT stock above a $200 million market capitalization for the recent week, with a share-price gain of 14.01%.
Positive
Zacks Investment Research
1 week ago
Here's Why You Should Retain Welltower Stock in Your Portfolio Now
WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.
Positive
Market Watch
1 week ago
20 stocks in the S&P 500 that are high achievers this earnings season
These companies have shown the largest increases in sales per share while also improving profit margins
Positive
Seeking Alpha
2 weeks ago
5 U.S. REITs Raise Dividend Payments In July
Five publicly-listed real estate investment trusts in the US increased regular dividends in July, S&P Global Market Intelligence data shows. The dividend hikes in July brought the number of public US REITs that have declared regular dividend increases during the first seven months of the year to 49 companies, representing 31.2% of the REIT industry. Seven Canadian REITs, or 15.9% of the total, have increased their regular dividend payments year to date.
Negative
Seeking Alpha
2 weeks ago
Sell This REIT, Buy These Instead
Most REITs are discounted. But rare exceptions are severely overpriced. I present one expensive REIT to sell and better alternatives to consider.
Positive
Seeking Alpha
2 weeks ago
Disinflation Dividend: REIT Earnings Scorecard
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.
Positive
MarketBeat
2 weeks ago
More Than Yield: 5 Stocks Beating the Market and Hiking Dividends
While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price.
Positive
Seeking Alpha
3 weeks ago
Welltower: Most Of Upside Is Already Priced In
Welltower has delivered robust growth in revenue, NOI, and FFO, significantly outperforming sector peers since the pandemic, especially in senior housing. Despite operational strength, WELL's shares appear overvalued, trading at historically high multiples (P/FFO 33x), with limited upside from current levels. The dividend yield is low (1.8%) compared to peers, and while payout is consistent, it lacks meaningful growth despite strong earnings expansion.
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