Plato Investment Management Ltd Increases Position in Welltower Inc. $WELL

Posted by Stanley Muller on Aug 17th, 2026

Plato Investment Management Ltd increased its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 57.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,060 shares of the real estate investment trust’s stock after purchasing an additional 5,113 shares during the quarter. Plato Investment Management Ltd’s holdings in Welltower were worth $3,173,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of WELL. Brighton Jones LLC increased its position in shares of Welltower by 7.1% in the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after buying an additional 279 shares in the last quarter. Empowered Funds LLC lifted its position in shares of Welltower by 31.7% during the 1st quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after buying an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares in the last quarter. Baird Financial Group Inc. grew its stake in Welltower by 7.3% in the 2nd 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 during the period. Finally, NewEdge Advisors LLC grew its stake in Welltower by 27.0% in the 2nd 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 during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 0.0%

Shares of WELL stock opened at $235.55 on Monday. The stock’s fifty day moving average is $229.65 and its two-hundred day moving average is $214.23. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The firm has a market capitalization of $169.77 billion, a P/E ratio of 108.05, a PEG ratio of 1.13 and a beta of 0.76. Welltower Inc. has a fifty-two week low of $161.26 and a fifty-two week high of $255.20.

Welltower (NYSE:WELL – Get Free Report) last posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts expect that Welltower Inc. will post 6.43 earnings per share for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be issued a dividend of $0.85 per share. The ex-dividend date is Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. This is a boost from Welltower’s previous quarterly dividend of $0.74. Welltower’s payout ratio is presently 155.96%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Mizuho upped their price objective on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. KeyCorp lifted their target price on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Scotiabank reduced their price target 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. Finally, Barclays initiated coverage on shares of Welltower in a research note on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price target on the stock. Fourteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $246.11.

Get Our Latest Research Report on Welltower

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.

Institutional Ownership by Quarter for Welltower (NYSE:WELL)

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