Rep. Jefferson Shreve Sells Welltower Inc. (NYSE:WELL) Shares

Posted by Brenda Bartman on Jul 24th, 2025

Representative Jefferson Shreve (R-Indiana) recently sold shares of Welltower Inc. (NYSE:WELL). In a filing disclosed on June 22nd, the Representative disclosed that they had sold between $50,001 and $100,000 in Welltower stock on May 12th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account.

Representative Jefferson Shreve also recently made the following trade(s):

Sold $15,001 – $50,000 in shares of Hubbell (NYSE:HUBB) on 5/12/2025.
Sold $50,001 – $100,000 in shares of Trane Technologies (NYSE:TT) on 5/12/2025.
Sold $15,001 – $50,000 in shares of RTX (NYSE:RTX) on 5/12/2025.
Sold $50,001 – $100,000 in shares of NiSource (NYSE:NI) on 5/12/2025.
Sold $50,001 – $100,000 in shares of Johnson & Johnson (NYSE:JNJ) on 5/12/2025.
Sold $15,001 – $50,000 in shares of AppLovin (NASDAQ:APP) on 5/12/2025.
Sold $15,001 – $50,000 in shares of Fiserv (NYSE:FI) on 5/12/2025.
Sold $15,001 – $50,000 in shares of CNO Financial Group (NYSE:CNO) on 5/12/2025.
Sold $50,001 – $100,000 in shares of Cboe Global Markets (NASDAQ:CBOE) on 5/12/2025.
Sold $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 5/12/2025.

Welltower Stock Performance

WELL stock opened at $161.65 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.23 and a quick ratio of 4.23. The company has a 50 day moving average price of $153.05 and a 200 day moving average price of $147.21. Welltower Inc. has a fifty-two week low of $108.24 and a fifty-two week high of $161.74. The stock has a market capitalization of $105.71 billion, a PE ratio of 92.90, a price-to-earnings-growth ratio of 1.87 and a beta of 0.92.

Welltower (NYSE:WELL – Get Free Report) last released its earnings results on Monday, April 28th. The real estate investment trust reported $1.20 EPS for the quarter, topping analysts’ consensus estimates of $1.15 by $0.05. Welltower had a net margin of 12.65% and a return on equity of 3.41%. The firm had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.40 billion. During the same quarter in the previous year, the business earned $1.01 EPS. The business’s quarterly revenue was up 30.3% compared to the same quarter last year. Analysts forecast that Welltower Inc. will post 4.88 EPS for the current year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, May 22nd. Stockholders of record on Wednesday, May 14th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 1.66%. The ex-dividend date was Wednesday, May 14th. Welltower’s dividend payout ratio (DPR) is currently 154.02%.

Insider Buying and Selling

In other news, Director Andrew Gundlach purchased 20,000 shares of the stock in a transaction dated Monday, June 30th. The shares were purchased at an average cost of $151.46 per share, with a total value of $3,029,200.00. Following the acquisition, the director directly owned 20,000 shares of the company’s stock, valued at $3,029,200. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Vanguard Group Inc. increased its stake in Welltower by 2.7% during the 4th quarter. Vanguard Group Inc. now owns 98,295,258 shares of the real estate investment trust’s stock valued at $12,388,151,000 after purchasing an additional 2,612,044 shares in the last quarter. Capital International Investors raised its holdings in shares of Welltower by 0.9% during the fourth quarter. Capital International Investors now owns 37,096,408 shares of the real estate investment trust’s stock valued at $4,674,826,000 after purchasing an additional 318,496 shares during the last quarter. Norges Bank purchased a new position in shares of Welltower during the fourth quarter valued at approximately $3,943,892,000. Wellington Management Group LLP lifted its position in Welltower by 14.0% during the first quarter. Wellington Management Group LLP now owns 21,289,684 shares of the real estate investment trust’s stock valued at $3,261,792,000 after purchasing an additional 2,614,562 shares during the period. Finally, Bank of America Corp DE boosted its holdings in Welltower by 9.7% in the fourth quarter. Bank of America Corp DE now owns 18,706,788 shares of the real estate investment trust’s stock worth $2,357,617,000 after purchasing an additional 1,652,611 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

WELL has been the topic of a number of research analyst reports. Wedbush reaffirmed an “underperform” rating on shares of Welltower in a report on Thursday, April 17th. Morgan Stanley raised their price target on shares of Welltower from $155.00 to $160.00 and gave the company an “overweight” rating in a research note on Tuesday, May 6th. Wells Fargo & Company lifted their target price on shares of Welltower from $158.00 to $175.00 and gave the stock an “overweight” rating in a research note on Monday, June 2nd. Evercore ISI lifted their price objective on shares of Welltower from $145.00 to $157.00 and gave the company an “in-line” rating in a report on Thursday, May 1st. Finally, Scotiabank restated an “outperform” rating on shares of Welltower in a report on Monday, June 23rd. Two research analysts have rated the stock with a sell rating, one has given a hold rating, eight have given a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $168.18.

Get Our Latest Stock Report on WELL

About Representative Shreve

Jefferson Shreve (Republican Party) is a member of the U.S. House, representing Indiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Shreve (Republican Party) is running for re-election to the U.S. House to represent Indiana’s 6th Congressional District. He declared candidacy for the 2026 election.

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Jefferson Shreve earned a bachelor’s degree from Indiana University in 1989, a graduate degree from the University of London in 1998, and a graduate degree from Purdue University in 2003. Shreve’s career experience includes working as a real estate executive.

Shreve was elected 7th District Vice Chairman of the Indiana Republican State Committee on January 17, 2018, and was re-elected on March 6, 2021. In 2020, he was selected as a district-level delegate to the 2020 Republican National Convention.

About Welltower

(Get Free Report)

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.