Empowered Funds LLC Takes $12.99 Million Position in Welltower Inc. $WELL

Posted by George Bondi on Aug 29th, 2026

Empowered Funds LLC acquired a new position in Welltower Inc. (NYSE:WELL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 57,241 shares of the real estate investment trust’s stock, valued at approximately $12,992,000.

Other large investors have also modified their holdings of the company. Leonteq Securities AG grew its stake in Welltower by 92.3% in the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 60 shares during the last quarter. Kilter Group LLC bought a new stake in Welltower during the second quarter valued at about $29,000. Sound Income Strategies LLC boosted its holdings in Welltower by 124.6% during the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares during the period. Solstein Capital LLC acquired a new stake in shares of Welltower in the second quarter valued at about $34,000. Finally, Swiss RE Ltd. acquired a new stake in shares of Welltower in the fourth quarter valued at about $29,000. 94.80% of the stock is owned by institutional investors.

Welltower Trading Down 0.9%

Shares of WELL stock opened at $237.51 on Friday. Welltower Inc. has a 52-week low of $163.75 and a 52-week high of $255.20. The stock has a market cap of $171.18 billion, a price-to-earnings ratio of 108.95, a P/E/G ratio of 1.15 and a beta of 0.76. 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 fifty day moving average of $235.54 and a 200-day moving average of $217.59.

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

Welltower Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were paid a $0.85 dividend. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, August 12th. Welltower’s payout ratio is presently 155.96%.

Wall Street Analyst Weigh In

Several research analysts have commented on WELL shares. Wells Fargo & Company lifted their price target on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. KeyCorp raised their price objective on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Mizuho boosted their target price 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. Citigroup upped their target price on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Finally, Evercore reissued an “outperform” rating and issued a $260.00 price target on shares of Welltower in a report on Thursday, July 30th. Fourteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Welltower has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Check Out Our Latest Stock Analysis on WELL

Insider Activity

In related news, Director Andrew Gundlach acquired 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The stock was purchased at an average price of $239.47 per share, for a total transaction of $1,197,350.00. Following the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $5,986,750. This trade represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.37% of the company’s stock.

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.