Welltower Inc. $WELL Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 89.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,904 shares of the real estate investment trust’s stock after buying an additional 2,790 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Welltower were worth $1,340,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in WELL. Walter Public Investments Inc. increased its holdings in shares of Welltower by 763.2% in the 2nd quarter. Walter Public Investments Inc. now owns 25,895 shares of the real estate investment trust’s stock valued at $5,877,000 after acquiring an additional 22,895 shares during the last quarter. Donaldson Capital Management LLC acquired a new stake in shares of Welltower during the 2nd quarter worth about $380,000. AlTi Global Inc. raised its position in shares of Welltower by 38.0% during the 2nd quarter. AlTi Global Inc. now owns 2,243 shares of the real estate investment trust’s stock worth $509,000 after acquiring an additional 618 shares in the last quarter. Bridgewater Advisors Inc. lifted its stake in Welltower by 4.1% during the second quarter. Bridgewater Advisors Inc. now owns 2,069 shares of the real estate investment trust’s stock worth $472,000 after purchasing an additional 82 shares during the last quarter. Finally, Souders Financial Advisors lifted its stake in Welltower by 2.3% during the second quarter. Souders Financial Advisors now owns 4,108 shares of the real estate investment trust’s stock worth $932,000 after purchasing an additional 92 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on WELL shares. Royal Bank Of Canada increased their price target on shares of Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. UBS Group boosted their price objective on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Raymond James Financial initiated coverage on shares of Welltower in a report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 target price for the company. KeyCorp increased their target price on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Finally, Mizuho lifted their price target on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Fourteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Welltower Stock Up 0.5%

Shares of NYSE WELL opened at $235.55 on Friday. The stock has a market cap of $169.77 billion, a PE ratio of 108.05, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a 52-week low of $161.26 and a 52-week high of $255.20. The business has a 50-day moving average price of $229.65 and a 200 day moving average price of $214.01.

Welltower (NYSE:WELL) last released its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The firm had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company’s quarterly revenue was up 39.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts forecast that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date is Wednesday, August 12th. Welltower’s payout ratio is 155.96%.

About Welltower

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.