Corient Private Wealth LP Has $23.11 Million Position in Welltower Inc. $WELL

Key Points

• Corient Private Wealth reduced its Welltower stake by 6.7% in the second quarter, selling 7,315 shares and retaining 101,833 shares valued at approximately $23.11 million. Institutional investors collectively own 94.8% of the REIT.
• Welltower reported quarterly revenue of $3.54 billion, up 39.1% year over year and above estimates, but adjusted earnings of $0.61 per share missed consensus by $0.05. The company provided fiscal 2026 EPS guidance of $6.36 to $6.44.
• The REIT raised its quarterly dividend to $0.85 per share, or $3.40 annually, representing a 1.4% yield. Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $251.06.

Corient Private Wealth LP trimmed its stake in Welltower Inc. (NYSE:WELL - Free Report) by 6.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 101,833 shares of the real estate investment trust's stock after selling 7,315 shares during the quarter. Corient Private Wealth LP's holdings in Welltower were worth $23,113,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Amundi grew its stake in shares of Welltower by 60.3% in the 2nd quarter. Amundi now owns 5,339,664 shares of the real estate investment trust's stock valued at $1,211,944,000 after buying an additional 2,008,543 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Welltower during the 2nd quarter worth approximately $63,090,000. California State Teachers Retirement System boosted its holdings in Welltower by 23,475.4% in the second quarter. California State Teachers Retirement System now owns 244,081,495 shares of the real estate investment trust's stock worth $55,399,177,000 after acquiring an additional 243,046,172 shares in the last quarter. Ameritas Advisory Services LLC boosted its holdings in Welltower by 75.5% in the second quarter. Ameritas Advisory Services LLC now owns 6,315 shares of the real estate investment trust's stock worth $1,433,000 after acquiring an additional 2,717 shares in the last quarter. Finally, Wedmont Private Capital grew its stake in Welltower by 4.3% in the second quarter. Wedmont Private Capital now owns 9,931 shares of the real estate investment trust's stock valued at $2,300,000 after acquiring an additional 407 shares during the period. Institutional investors own 94.80% of the company's stock.

Welltower Stock Performance

Shares of WELL opened at $235.44 on Monday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The stock has a 50 day moving average price of $237.86 and a two-hundred day moving average price of $219.75. The firm has a market capitalization of $169.69 billion, a P/E ratio of 108.00, a P/E/G ratio of 1.13 and a beta of 0.76. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20.

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

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Wednesday, August 12th were given a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. This is an increase from Welltower's previous quarterly dividend of $0.74. Welltower's payout ratio is currently 155.96%.

Insider Buying and Selling

In related news, Director Andrew Gundlach acquired 5,000 shares of the company's stock in a transaction on Tuesday, August 25th. The shares were acquired at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the purchase, the director owned 25,000 shares in the company, valued at approximately $5,986,750. The trade was a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.37% of the company's stock.

Wall Street Analyst Weigh In

WELL has been the subject of several recent research reports. Morgan Stanley boosted their price objective on Welltower from $215.00 to $251.00 and gave the company an "overweight" rating in a report on Tuesday, September 1st. Citigroup increased their target price on Welltower from $255.00 to $275.00 and gave the stock a "buy" rating in a report on Friday, July 31st. KeyCorp lifted their price target 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. Scotiabank boosted their price target on shares of Welltower from $244.00 to $251.00 and gave the company an "outperform" rating in a research note on Wednesday, September 2nd. Finally, Cantor Fitzgerald upped their price objective on shares of Welltower from $235.00 to $260.00 and gave the stock an "overweight" rating in a report on Friday, July 31st. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $251.06.

About Welltower

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.

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