U.S. Capital Wealth Advisors LLC Invests $7.70 Million in Welltower Inc. (NYSE:WELL)

U.S. Capital Wealth Advisors LLC purchased a new stake in shares of Welltower Inc. (NYSE:WELLFree Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 61,087 shares of the real estate investment trust’s stock, valued at approximately $7,699,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in WELL. Laurel Wealth Advisors LLC acquired a new position in Welltower during the 4th quarter valued at about $25,000. Fortitude Family Office LLC lifted its position in Welltower by 37.0% during the 3rd quarter. Fortitude Family Office LLC now owns 289 shares of the real estate investment trust’s stock worth $37,000 after acquiring an additional 78 shares during the period. Versant Capital Management Inc grew its stake in Welltower by 165.5% during the 4th quarter. Versant Capital Management Inc now owns 300 shares of the real estate investment trust’s stock valued at $38,000 after purchasing an additional 187 shares during the last quarter. Ashton Thomas Securities LLC acquired a new position in shares of Welltower in the third quarter valued at about $50,000. Finally, FSA Wealth Management LLC acquired a new position in shares of Welltower in the third quarter valued at about $59,000. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Down 0.5 %

Shares of NYSE WELL opened at $136.49 on Friday. The firm has a market cap of $84.99 billion, a price-to-earnings ratio of 89.80, a price-to-earnings-growth ratio of 2.68 and a beta of 1.22. The company’s 50-day simple moving average is $130.04 and its 200-day simple moving average is $126.49. The company has a quick ratio of 4.10, a current ratio of 4.10 and a debt-to-equity ratio of 0.51. Welltower Inc. has a 52-week low of $85.40 and a 52-week high of $140.75.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Mizuho upped their target price on Welltower from $136.00 to $141.00 and gave the company an “outperform” rating in a research report on Thursday, December 5th. Scotiabank upped their price objective on shares of Welltower from $142.00 to $144.00 and gave the company a “sector outperform” rating in a report on Monday, January 27th. StockNews.com raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Wednesday, October 30th. Bank of America upped their price target on shares of Welltower from $190.00 to $221.00 and gave the company a “buy” rating in a report on Friday, January 24th. Finally, Jefferies Financial Group upgraded Welltower from a “hold” rating to a “buy” rating and lifted their price objective for the company from $132.00 to $147.00 in a research note on Thursday, January 2nd. Five equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $134.96.

Read Our Latest Stock Report on WELL

About Welltower

(Free Report)

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.

Recommended Stories

Institutional Ownership by Quarter for Welltower (NYSE:WELL)

Receive News & Ratings for Welltower Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Welltower and related companies with MarketBeat.com's FREE daily email newsletter.