Swiss Life Asset Management Ltd Purchases 13,254 Shares of Welltower Inc. $WELL

Posted by Geri Gentry on May 12th, 2026

Swiss Life Asset Management Ltd boosted its position in Welltower Inc. (NYSE:WELL – Free Report) by 10.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 138,267 shares of the real estate investment trust’s stock after acquiring an additional 13,254 shares during the period. Swiss Life Asset Management Ltd’s holdings in Welltower were worth $25,664,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in WELL. Brighton Jones LLC increased its holdings in shares of Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Welltower by 31.7% during the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after acquiring an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Welltower by 7.1% during the second quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after acquiring an additional 127 shares in the last quarter. Baird Financial Group Inc. increased its holdings in shares of Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after acquiring an additional 735 shares in the last quarter. Finally, NewEdge Advisors LLC increased its holdings in shares of Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock valued at $1,912,000 after acquiring an additional 2,641 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors.

Welltower Price Performance

Shares of NYSE:WELL opened at $214.52 on Tuesday. Welltower Inc. has a twelve month low of $142.65 and a twelve month high of $219.59. The company’s 50 day moving average is $206.42 and its 200 day moving average is $197.48. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The company has a market cap of $151.43 billion, a PE ratio of 106.20, a price-to-earnings-growth ratio of 1.12 and a beta of 0.83.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the prior year, the company earned $1.20 EPS. Welltower’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts forecast that Welltower Inc. will post 6.29 EPS for the current year.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be issued a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date is Wednesday, May 13th. Welltower’s dividend payout ratio is 146.53%.

Analysts Set New Price Targets

WELL has been the topic of several recent analyst reports. Citigroup upped their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. KeyCorp upped their price objective on shares of Welltower from $210.00 to $240.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. BMO Capital Markets restated an “outperform” rating and set a $245.00 price objective on shares of Welltower in a report on Monday, May 4th. Royal Bank Of Canada upped their price objective on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a report on Monday, May 4th. Finally, UBS Group upped their price objective on shares of Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $228.53.

Check Out Our Latest Research Report on Welltower

Welltower Company Profile

(Free Report)

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.