Quotient Wealth Partners LLC Has $260,000 Stock Position in Welltower Inc. (NYSE:WELL)

Quotient Wealth Partners LLC lifted its stake in shares of Welltower Inc. (NYSE:WELL) by 5.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,062 shares of the real estate investment trust’s stock after buying an additional 103 shares during the period. Quotient Wealth Partners LLC’s holdings in Welltower were worth $260,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Entropy Technologies LP acquired a new position in Welltower in the 4th quarter worth about $1,158,000. Empowered Funds LLC increased its stake in shares of Welltower by 11.2% in the fourth quarter. Empowered Funds LLC now owns 11,226 shares of the real estate investment trust’s stock valued at $1,415,000 after buying an additional 1,132 shares during the period. Wilmington Savings Fund Society FSB raised its holdings in Welltower by 5.4% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 2,774 shares of the real estate investment trust’s stock valued at $350,000 after buying an additional 143 shares during the last quarter. Kingsview Wealth Management LLC boosted its position in Welltower by 15.2% during the 4th quarter. Kingsview Wealth Management LLC now owns 5,720 shares of the real estate investment trust’s stock worth $721,000 after buying an additional 754 shares during the period. Finally, Apollon Wealth Management LLC grew its holdings in Welltower by 17.6% during the 4th quarter. Apollon Wealth Management LLC now owns 4,847 shares of the real estate investment trust’s stock worth $611,000 after acquiring an additional 724 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

WELL has been the subject of several analyst reports. StockNews.com raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Wednesday, October 30th. Mizuho lifted their target price on Welltower from $136.00 to $141.00 and gave the stock an “outperform” rating in a report on Thursday, December 5th. Jefferies Financial Group raised Welltower from a “hold” rating to a “buy” rating and increased their price target for the company from $132.00 to $147.00 in a research note on Thursday, January 2nd. Raymond James upped their target price on Welltower from $145.00 to $155.00 and gave the company a “strong-buy” rating in a report on Monday, December 16th. Finally, Bank of America raised their price target on shares of Welltower from $190.00 to $221.00 and gave the stock a “buy” rating in a report on Friday, January 24th. Five equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $134.96.

Welltower Price Performance

Shares of NYSE WELL opened at $143.17 on Tuesday. The company has a current ratio of 4.10, a quick ratio of 4.10 and a debt-to-equity ratio of 0.51. The firm’s 50-day moving average price is $130.34 and its 200-day moving average price is $127.79. The firm has a market capitalization of $89.15 billion, a P/E ratio of 94.19, a P/E/G ratio of 2.83 and a beta of 1.23. Welltower Inc. has a 1-year low of $85.40 and a 1-year high of $143.84.

About Welltower

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.