Global Retirement Partners LLC Boosts Position in Welltower Inc. $WELL

Posted by George Bondi on May 24th, 2026

Global Retirement Partners LLC boosted its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 169.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,412 shares of the real estate investment trust’s stock after purchasing an additional 7,798 shares during the quarter. Global Retirement Partners LLC’s holdings in Welltower were worth $2,304,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Welltower by 2.9% during the fourth quarter. Vanguard Group Inc. now owns 92,421,471 shares of the real estate investment trust’s stock worth $17,154,349,000 after purchasing an additional 2,643,088 shares in the last quarter. Capital International Investors boosted its position in Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares in the last quarter. State Street Corp boosted its position in Welltower by 4.1% during the third quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares in the last quarter. Bank of America Corp DE boosted its position in Welltower by 1.9% during the third quarter. Bank of America Corp DE now owns 19,378,590 shares of the real estate investment trust’s stock worth $3,452,102,000 after purchasing an additional 367,463 shares in the last quarter. Finally, Northern Trust Corp boosted its position in Welltower by 3.2% during the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock worth $1,622,155,000 after purchasing an additional 282,881 shares in the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on WELL shares. Mizuho set a $239.00 target price on Welltower in a research report on Friday. Royal Bank Of Canada boosted their target price on Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Wells Fargo & Company boosted their target price on Welltower from $218.00 to $228.00 and gave the stock an “overweight” rating in a research report on Thursday, March 26th. Cantor Fitzgerald boosted their target price on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, UBS Group upped their price objective on Welltower from $240.00 to $249.00 and gave the company a “buy” rating in a research report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $231.00.

Read Our Latest Report on WELL

Welltower Stock Up 0.1%

Shares of NYSE:WELL opened at $216.31 on Friday. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 52-week low of $147.49 and a 52-week high of $221.68. The stock’s fifty day simple moving average is $208.17 and its 200-day simple moving average is $199.71. The company has a market capitalization of $152.70 billion, a P/E ratio of 107.09, a P/E/G ratio of 1.13 and a beta of 0.83.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The business had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.12 billion. During the same period in the prior year, the business earned $1.20 earnings per share. The business’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. As a group, equities research analysts forecast that Welltower Inc. will post 6.28 earnings per share for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th were given a $0.74 dividend. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio is currently 146.53%.

About Welltower

(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.