Welltower Ownership

WELL Stock  USD 109.55  0.04  0.04%   
Welltower retains a total of 597.92 Million outstanding shares. The majority of Welltower outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Welltower to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Welltower. Please pay attention to any change in the institutional holdings of Welltower as this could imply that something significant has changed or is about to change at the company. Please note that on March 6, 2024, Representative Ro Khanna of US Congress acquired under $15k worth of Welltower's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
519 M
Current Value
578 M
Avarage Shares Outstanding
328.9 M
Quarterly Volatility
121.1 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Welltower in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Welltower, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Welltower's Dividends Paid is quite stable compared to the past year. Dividend Payout Ratio is expected to rise to 3.89 this year, although the value of Dividend Yield will most likely fall to 0.03. Common Stock Shares Outstanding is expected to rise to about 544.6 M this year, although the value of Net Income Applicable To Common Shares will most likely fall to about 154.3 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.

Welltower Stock Ownership Analysis

About 97.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 46.62. The company has Price/Earnings To Growth (PEG) ratio of 2.13. Welltower last dividend was issued on the 10th of May 2024. The entity had 3:2 split on the 4th of September 1985. , an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower, a real estate investment trust , owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. Welltower operates under REITHealthcare Facilities classification in the United States and is traded on New York Stock Exchange. It employs 464 people. For more information please call SHANKH MITRA at 419 247 2800 or visit https://www.welltower.com.
Besides selling stocks to institutional investors, Welltower also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Welltower's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Welltower's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Welltower Quarterly Liabilities And Stockholders Equity

44.55 Billion

Welltower Insider Trades History

Less than 1% of Welltower are currently held by insiders. Unlike Welltower's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Welltower's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Welltower's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Welltower Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Welltower is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Welltower backward and forwards among themselves. Welltower's institutional investor refers to the entity that pools money to purchase Welltower's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Legal & General Group Plc2024-03-31
8.4 M
Daiwa Securities Group Inc2024-03-31
7.9 M
Dimensional Fund Advisors, Inc.2024-03-31
7.8 M
Morgan Stanley - Brokerage Accounts2024-03-31
7.4 M
Amvescap Plc.2024-03-31
7.2 M
Resolution Capital Limited2024-03-31
6.9 M
T. Rowe Price Associates, Inc.2024-03-31
6.7 M
Jpmorgan Chase & Co2024-03-31
6.2 M
Charles Schwab Investment Management Inc2024-03-31
M
Vanguard Group Inc2024-03-31
89.2 M
Blackrock Inc2024-03-31
59.1 M
Note, although Welltower's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Welltower Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Welltower insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Welltower's latest congressional trading

Congressional trading in companies like Welltower, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Welltower by those in governmental positions are based on the same information available to the general public.
2024-03-06Representative Ro KhannaAcquired Under $15KVerify

Welltower Outstanding Bonds

Welltower issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Welltower uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Welltower bonds can be classified according to their maturity, which is the date when Welltower has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Welltower Corporate Filings

8K
11th of July 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
24th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10Q
30th of April 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
12th of April 2024
Other Reports
ViewVerify

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Additional Information and Resources on Investing in Welltower Stock

When determining whether Welltower is a strong investment it is important to analyze Welltower's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Welltower's future performance. For an informed investment choice regarding Welltower Stock, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. If investors know Welltower will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Welltower listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
3.231
Dividend Share
2.44
Earnings Share
0.85
Revenue Per Share
12.939
Quarterly Revenue Growth
0.192
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Welltower's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.