Sanctuary Advisors LLC Invests $44.70 Million in Welltower Inc. $WELL

Posted by Stanley Muller on Aug 24th, 2026

Sanctuary Advisors LLC bought a new position in Welltower Inc. (NYSE:WELL – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 196,946 shares of the real estate investment trust’s stock, valued at approximately $44,701,000.

A number of other institutional investors have also added to or reduced their stakes in WELL. Leonteq Securities AG lifted its stake in 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 last quarter. Sound Income Strategies LLC increased its position in shares of Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 76 shares during the last quarter. Kilter Group LLC bought a new position in shares of Welltower during the 2nd quarter valued at about $29,000. Swiss RE Ltd. purchased a new position in shares of Welltower during the 4th quarter valued at about $29,000. Finally, Quarry LP purchased a new position in shares of Welltower during the 3rd quarter valued at about $33,000. Institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 0.3%

NYSE WELL opened at $239.95 on Monday. The firm has a market cap of $172.94 billion, a PE ratio of 110.07, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The stock has a 50-day moving average of $232.48 and a 200-day moving average of $216.03. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37.

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 (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). The company had revenue of $3.54 billion for the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.Welltower’s revenue was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, sell-side analysts forecast that Welltower Inc. will post 6.44 EPS for the current year.

Welltower Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were issued a $0.85 dividend. This is a positive change from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is 155.96%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on WELL shares. Scotiabank dropped their target price on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Raymond James Financial initiated coverage on shares of Welltower in a research note on Tuesday, June 16th. They set an “outperform” rating and a $226.00 price target on the stock. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Barclays assumed coverage on shares of Welltower in a research note on Tuesday, July 7th. They issued an “equal weight” rating and a $254.00 price objective for the company. Finally, Citigroup increased their target price on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a report on Friday, July 31st. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Welltower currently has a consensus rating of “Moderate Buy” and an average price target of $246.11.

View Our Latest Research Report on WELL

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.