Welltower Inc. $WELL Stock: Summit Wealth Group LLC Co. Raises Stake

03 Nov 2026, 11:09 by Michael Walen · The Markets Daily

Summit Wealth Group LLC Co. lifted its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 903.3% in the 3rd quarter, Holdings Channel reports. The firm owned 9,260 shares of the real estate investment trust’s stock after acquiring an additional 8,337 shares during the period. Summit Wealth Group LLC Co.’s holdings in Welltower were worth $2,132,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. BlackRock Inc. raised its stake in Welltower by 5.5% in the second quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after purchasing an additional 4,045,458 shares in the last quarter. State Street Corp grew its stake in Welltower by 1.4% in the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after buying an additional 578,033 shares in the last quarter. Bank of America Corp DE grew its stake in Welltower by 6.6% in the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock worth $4,300,291,000 after buying an additional 1,347,243 shares in the last quarter. Principal Financial Group Inc. grew its stake in Welltower by 2.2% in the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock worth $2,227,642,000 after buying an additional 207,966 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in shares of Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock worth $1,649,844,000 after buying an additional 57,938 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Stock Performance

NYSE:WELL opened at $238.59 on Tuesday. Welltower Inc. has a 1-year low of $179.24 and a 1-year high of $255.20. The company has a debt-to-equity ratio of 0.39, a current ratio of 3.16 and a quick ratio of 3.16. The business has a 50 day moving average of $233.49 and a 200 day moving average of $218.49. The company has a market capitalization of $175.03 billion, a price-to-earnings ratio of 103.28, a PEG ratio of 1.10 and a beta of 0.75.

Welltower (NYSE:WELL – Get Free Report) last posted its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, topping the consensus estimate of $1.64 by $0.03. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The business’s revenue was up 38.4% compared to the same quarter last year. During the same period last year, the firm posted $1.34 earnings per share. On average, sell-side analysts predict that Welltower Inc. will post 6.49 earnings per share for the current fiscal year.

Welltower Announces Dividend

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

Insider Activity at Welltower

In other Welltower news, Director Andrew Gundlach bought 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were bought at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director directly owned 30,000 shares in the company, valued at $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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. Corporate insiders own 0.37% of the company’s stock.

Analyst Upgrades and Downgrades

WELL has been the topic of several research reports. Citigroup raised their price objective on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Wells Fargo & Company upped their target price on shares of Welltower from $266.00 to $268.00 and gave the stock an “overweight” rating in a research report on Monday, October 19th. Jefferies Financial Group upgraded shares of Welltower to a “strong-buy” rating in a research report on Friday, September 25th. Cantor Fitzgerald reduced their target price on Welltower from $260.00 to $258.00 and set an “overweight” rating on the stock in a research note on Thursday, October 29th. Finally, Evercore restated an “outperform” rating and set a $256.00 price target (down from $260.00) on shares of Welltower in a research report on Monday, September 21st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and an average price target of $259.81.

Read Our Latest Stock Analysis on Welltower

Welltower Company Profile

(Free Report)

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.