Welltower Ownership
| WELL Stock | USD 150.93 0.33 0.22% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 618 M | Current Value 609 M | Avarage Shares Outstanding 342.1 M | Quarterly Volatility 132.6 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.
Welltower |
Welltower Stock Ownership Analysis
About 99.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 50.3. The company has Price/Earnings (P/E) ratio of 142.06. Welltower last dividend was issued on the 25th of February 2025. 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 |
|
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
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 | Jpmorgan Chase & Co | 2024-12-31 | 10.1 M | Northern Trust Corp | 2024-12-31 | 8.4 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 7.6 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 7.5 M | Amvescap Plc. | 2024-12-31 | 7.4 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 7.1 M | Legal & General Group Plc | 2024-12-31 | 6.9 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2024-12-31 | 6.5 M | T. Rowe Price Associates, Inc. | 2024-12-31 | 6.3 M | Vanguard Group Inc | 2024-12-31 | 98.3 M | Blackrock Inc | 2024-12-31 | 64.9 M |
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.
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.
| WELL 385 15 JUN 32 Corp BondUS95040QAR56 | View | |
| WELL 205 15 JAN 29 Corp BondUS95040QAN43 | View | |
| US95040QAL86 Corp BondUS95040QAL86 | View | |
| WELLTOWER INC Corp BondUS95040QAM69 | View | |
| WELLTOWER INC Corp BondUS95040QAJ31 | View | |
| US95040QAK04 Corp BondUS95040QAK04 | View | |
| US95040QAH74 Corp BondUS95040QAH74 | View | |
| WELLTOWER INC 495 Corp BondUS95040QAF19 | View |
Welltower Corporate Filings
F4 | 10th of March 2025 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 |
10K | 12th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 11th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | 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 ArchitectCheck 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
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 0.253 | Dividend Share 2.62 | Earnings Share 1.6 | Revenue Per Share 13.253 | Quarterly Revenue Growth 0.286 |
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.