Osaic Holdings Inc., MAREX Group plc and MASTERINVEST Kapitalanlage GmbH among others, have increased their stakes in Welltower Inc. ($WELL). This shows growing confidence in the company's prospects, coinciding with a substantial year-to-date rally of its stocks, and positive ratings from major firms including Morgan Stanley and UBS.
However, some, including National Bank of Canada FI and Nomura Holdings Inc., have reduced their Welltower holdings, and J.P. Morgan has downgraded Welltower to a neutral rating.
Welltower is increasingly focusing on senior living, as evidenced by its acquisition of the Barchester Healthcare Portfolio for £5.2B. Factors driving Welltower's investment narrative include surging revenue, increasing demand for senior housing, and strong financial performance.
It reported a Q3 earnings and revenue beat, substantial FFO growth, and has demonstrated strong supply-demand fundamentals. Recent investments in Welltower echo this optimism, despite some analysts suggesting better opportunities elsewhere in the sector.
Welltower WELL News Analytics from Thu, 15 May 2025 07:00:00 GMT to Sat, 20 Dec 2025 11:15:21 GMT - Rating 7 - Innovation 3 - Information 6 - Rumor 2
