WelltowerWELL
WELL
About: Welltower owns a diversified healthcare portfolio of 2,271 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute 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: 685
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
92% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 78
41% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 318
10% more funds holding in top 10
Funds holding in top 10: 21 [Q3] → 23 (+2) [Q4]
5% more funds holding
Funds holding: 1,039 [Q3] → 1,091 (+52) [Q4]
2.9% more ownership
Funds ownership: 96.02% [Q3] → 98.92% (+2.9%) [Q4]
5% more capital invested
Capital invested by funds: $74.4B [Q3] → $78B (+$3.54B) [Q4]
47% less call options, than puts
Call options by funds: $155M | Put options by funds: $295M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$145
3%
downside
Avg. target
$175
17%
upside
High target
$242
62%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Mizuho Omotayo Okusanya 62% 1-year accuracy 8 / 13 met price target | 13%upside $170 | Outperform Maintained | 18 Mar 2025 |
Wells Fargo John Kilichowski 47% 1-year accuracy 7 / 15 met price target | 5%upside $158 | Equal-Weight Maintained | 10 Mar 2025 |
Scotiabank Nicholas Yulico 48% 1-year accuracy 19 / 40 met price target | 11%upside $166 | Sector Outperform Maintained | 6 Mar 2025 |
Evercore ISI Group Steve Sakwa 45% 1-year accuracy 22 / 49 met price target | 3%downside $145 | In-Line Maintained | 4 Mar 2025 |
B of A Securities Joshua Dennerlein 50% 1-year accuracy 7 / 14 met price target | 62%upside $242 | Buy Maintained | 18 Feb 2025 |
Financial journalist opinion
Based on 14 articles about WELL published over the past 30 days
Positive
Seeking Alpha
3 days ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.
Positive
Zacks Investment Research
6 days ago
Bet on These 3 Equity REIT Stocks Despite Industry Challenges
The Zacks REIT and Equity Trust - Other industry players such as WELL, SBAC and SLG are likely to benefit from healthy fundamentals and improving demand.
Positive
Zacks Investment Research
1 week ago
Is it Wise to Retain Healthpeak Properties Stock in Your Portfolio?
DOC is likely to gain from solid demand for lab assets and rising senior citizens' healthcare spending despite high competition and debt burden.
Positive
Zacks Investment Research
1 week ago
Welltower Stock Gains 14.5% in 3 Months: 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.
Neutral
PRNewsWire
2 weeks ago
Welltower Reveals a New Visual Identity
Refreshed brand imagery and website reflect a decade-long transformation of the organization driven by a bold outsider mindset TOLEDO, Ohio , March 7, 2025 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) (the "Company"), Today, Welltower® Inc., an S&P 500 company and the world's preeminent residential wellness and healthcare infrastructure company, announced the launch of its refreshed brand identity and launch of a new website. "Over the past decade, Welltower has undergone a dramatic transformation from a healthcare real estate deal shop to a data science and technology driven operating company in a highly attractive built-environment, or a real estate wrapper," said Shankh Mitra, Welltower's CEO.
Positive
Zacks Investment Research
2 weeks ago
4 Reasons to Add Welltower Stock to Your Portfolio Right Now
A rise in the senior citizen population and healthcare expenses, capital-recycling efforts and a healthy balance sheet are likely to support WELL stock.
Positive
Seeking Alpha
2 weeks ago
Demographic Trends Shaping REIT Portfolio Construction
Demographic shifts, including an aging population and migration trends, are key drivers of REIT performance, influencing sector allocations and investment strategies. Chilton focuses on single-family rental (SFR) and healthcare REITs, with targeted exposure to multifamily REITs in coastal and Sun Belt markets. The aging population boosts demand for senior housing and medical outpatient buildings, benefiting REITs like Welltower, Ventas, and American Healthcare REIT.
Positive
Zacks Investment Research
3 weeks ago
Welltower to Acquire Amica Senior Lifestyles Portfolio in Canada
WELL is set to acquire Amica Senior Lifestyles Portfolio for C$4.6 billion. It will also form a long-term strategic partnership with Amica.
Positive
Reuters
3 weeks ago
Welltower to acquire Amica Senior Lifestyles portfolio for $3.2 billion
Real estate income trust Welltower said on Sunday it will acquire Canada-based senior living company Amica Senior Lifestyles' portfolio from the Ontario Teachers' Pension Plan for C$4.6 billion ($3.18 billion).
Neutral
PRNewsWire
3 weeks ago
Welltower to Present at Citi 2025 Global Property CEO Conference
TOLEDO, Ohio , March 2, 2025 /PRNewswire/ -- The Welltower Inc. (NYSE: WELL) management team will participate in the Citi 2025 Global Property CEO Conference on Tuesday, March 4, 2025 from 11:40 a.m. to 12:15 p.m.
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