Ibex Wealth Advisors Takes Position in Welltower Inc. $WELL

Posted by Francis Steltz on Jul 10th, 2026

Ibex Wealth Advisors purchased a new stake in Welltower Inc. (NYSE:WELL – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,571 shares of the real estate investment trust’s stock, valued at approximately $1,101,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Leonteq Securities AG increased its holdings in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares during the period. Sound Income Strategies LLC boosted its stake in shares of Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 76 shares during the period. Marquette Asset Management LLC grew its position in Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after buying an additional 59 shares in the last quarter. Swiss RE Ltd. acquired a new stake in Welltower during the fourth quarter worth approximately $29,000. Finally, Quarry LP bought a new position in Welltower during the 3rd quarter worth $33,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. Wells Fargo & Company lifted their price objective on Welltower from $228.00 to $237.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Citigroup increased their target price on Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. UBS Group raised their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 price target on shares of Welltower in a research note on Monday, May 4th. Finally, Scotiabank cut their price objective on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Thirteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $234.72.

Read Our Latest Analysis on Welltower

Welltower Stock Performance

NYSE:WELL opened at $232.02 on Friday. Welltower Inc. has a twelve month low of $150.78 and a twelve month high of $239.10. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. The stock’s 50-day simple moving average is $216.06 and its 200 day simple moving average is $204.79. The firm has a market capitalization of $163.78 billion, a PE ratio of 114.86, a price-to-earnings-growth ratio of 1.15 and a beta of 0.77.

Welltower (NYSE:WELL – Get Free Report) last posted its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the prior year, the business earned $1.20 earnings per share. The business’s revenue for the quarter was up 38.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts anticipate that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were paid a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.3%. Welltower’s dividend payout ratio is presently 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.