Welltower Inc. $WELL Stock Holdings Lessened by Pictet Asset Management Holding SA

08 Nov 2026, 06:07 by Doug Wharley · The Cerbat Gem

Pictet Asset Management Holding SA cut its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 5.8% during the third quarter, Holdings Channel reports. The firm owned 890,406 shares of the real estate investment trust’s stock after selling 55,039 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Welltower were worth $205,007,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Kilter Group LLC acquired a new position in shares of Welltower in the 2nd quarter valued at $29,000. Solstein Capital LLC purchased a new position in Welltower in the 2nd quarter worth about $34,000. Summit Securities Group LLC increased its stake in Welltower by 42.6% in the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock worth $37,000 after purchasing an additional 49 shares in the last quarter. Allied Private Wealth LLC purchased a new position in Welltower in the 2nd quarter worth about $41,000. Finally, Frazier Financial Advisors LLC raised its holdings in Welltower by 472.7% during the 1st quarter. Frazier Financial Advisors LLC now owns 189 shares of the real estate investment trust’s stock worth $37,000 after buying an additional 156 shares during the period. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Price Performance

WELL opened at $245.32 on Friday. The firm has a market capitalization of $179.97 billion, a P/E ratio of 106.20, a PEG ratio of 1.17 and a beta of 0.79. The stock has a fifty day moving average of $233.83 and a 200-day moving average of $219.61. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.39. Welltower Inc. has a 12-month low of $181.47 and a 12-month high of $255.20.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The business had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the previous year, the company posted $1.34 earnings per share. Welltower’s revenue for the quarter was up 38.4% compared to the same quarter last year. Equities analysts forecast that Welltower Inc. will post 6.51 EPS for the current fiscal year.

Welltower Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.85 per share. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 147.19%.

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Jefferies Financial Group upgraded Welltower to a “strong-buy” rating in a report on Friday, September 25th. KeyCorp raised their target price on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. Citigroup lifted their target price on shares of Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Morgan Stanley boosted their price target on shares of Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a report on Tuesday, September 1st. Finally, JPMorgan Chase & Co. upgraded shares of Welltower from a “neutral” rating to an “overweight” rating and boosted their price target for the company from $230.00 to $260.00 in a report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.81.

Read Our Latest Stock Analysis on WELL

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the firm’s stock in a transaction on Wednesday, August 26th. The stock was purchased at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director owned 30,000 shares of the company’s stock, valued at $7,261,800. The trade was a 20.00% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Insiders own 0.37% of the company’s stock.

Welltower Company Profile

(Free Report)

Welltower Inc is a real estate investment trust focused on properties and services that support health care and aging. Its portfolio includes senior housing communities, outpatient medical facilities and post-acute care properties.

The company works with senior housing operators, health care providers and other partners to own, lease and manage properties. Its operations span the United States, Canada and the United Kingdom.