U.S. Capital Wealth Advisors LLC Has $9 Million Position in Welltower Inc. (NYSE:WELL)

U.S. Capital Wealth Advisors LLC decreased its holdings in shares of Welltower Inc. (NYSE:WELL - Free Report) by 3.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,712 shares of the real estate investment trust's stock after selling 2,375 shares during the quarter. U.S. Capital Wealth Advisors LLC's holdings in Welltower were worth $8,995,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in WELL. Geller Advisors LLC boosted its holdings in shares of Welltower by 3.7% in the fourth quarter. Geller Advisors LLC now owns 1,911 shares of the real estate investment trust's stock valued at $241,000 after acquiring an additional 69 shares in the last quarter. Good Life Advisors LLC boosted its holdings in shares of Welltower by 1.2% in the first quarter. Good Life Advisors LLC now owns 5,744 shares of the real estate investment trust's stock valued at $880,000 after acquiring an additional 69 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Welltower by 4.3% in the first quarter. Sivia Capital Partners LLC now owns 1,783 shares of the real estate investment trust's stock valued at $273,000 after acquiring an additional 73 shares in the last quarter. Premier Path Wealth Partners LLC boosted its holdings in shares of Welltower by 1.8% in the first quarter. Premier Path Wealth Partners LLC now owns 4,427 shares of the real estate investment trust's stock valued at $678,000 after acquiring an additional 77 shares in the last quarter. Finally, CVA Family Office LLC boosted its holdings in shares of Welltower by 12.3% in the first quarter. CVA Family Office LLC now owns 733 shares of the real estate investment trust's stock valued at $112,000 after acquiring an additional 80 shares in the last quarter. Institutional investors and hedge funds own 94.80% of the company's stock.

Welltower Stock Performance

NYSE:WELL traded up $0.43 during midday trading on Thursday, reaching $152.68. The stock had a trading volume of 2,223,966 shares, compared to its average volume of 2,906,885. Welltower Inc. has a 1-year low of $102.92 and a 1-year high of $158.55. The firm's fifty day simple moving average is $151.16 and its 200-day simple moving average is $144.98. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.23 and a quick ratio of 4.23. The stock has a market capitalization of $99.85 billion, a P/E ratio of 87.75, a PEG ratio of 1.76 and a beta of 0.92.

Welltower (NYSE:WELL - Get Free Report) last posted its earnings results on Monday, April 28th. The real estate investment trust reported $1.20 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.15 by $0.05. Welltower had a net margin of 12.65% and a return on equity of 3.41%. The business had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.40 billion. During the same period last year, the business posted $1.01 EPS. Welltower's revenue was up 30.3% compared to the same quarter last year. On average, equities research analysts forecast that Welltower Inc. will post 4.88 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 22nd. Shareholders of record on Wednesday, May 14th were given a $0.67 dividend. The ex-dividend date of this dividend was Wednesday, May 14th. This represents a $2.68 annualized dividend and a yield of 1.76%. Welltower's dividend payout ratio is 154.02%.

Insider Transactions at Welltower

In related news, Director Andrew Gundlach purchased 20,000 shares of the firm's stock in a transaction on Monday, June 30th. The shares were bought at an average cost of $151.46 per share, for a total transaction of $3,029,200.00. Following the transaction, the director directly owned 20,000 shares of the company's stock, valued at approximately $3,029,200. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.21% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

WELL has been the subject of several recent analyst reports. Morgan Stanley increased their price objective on shares of Welltower from $155.00 to $160.00 and gave the company an "overweight" rating in a report on Tuesday, May 6th. Wall Street Zen cut shares of Welltower from a "hold" rating to a "sell" rating in a report on Thursday, May 8th. Mizuho raised their target price on shares of Welltower from $141.00 to $170.00 and gave the stock an "outperform" rating in a report on Tuesday, March 18th. Wells Fargo & Company raised their target price on shares of Welltower from $158.00 to $175.00 and gave the stock an "overweight" rating in a report on Monday, June 2nd. Finally, Evercore ISI raised their target price on shares of Welltower from $145.00 to $157.00 and gave the stock an "in-line" rating in a report on Thursday, May 1st. Two equities research analysts have rated the stock with a sell rating, one has issued a hold rating, eight have issued a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $168.18.

Welltower Company Profile

Welltower Inc NYSE: WELL, a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.