Welltower Inc. $WELL Shares Sold by Wellington Management Group LLP

Posted by Stanley Muller on Aug 29th, 2026

Wellington Management Group LLP lessened its stake in Welltower Inc. (NYSE:WELL – Free Report) by 10.4% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 15,179,324 shares of the real estate investment trust’s stock after selling 1,770,752 shares during the quarter. Welltower makes up about 0.6% of Wellington Management Group LLP’s portfolio, making the stock its 26th biggest holding. Wellington Management Group LLP owned 2.11% of Welltower worth $3,445,251,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in WELL. Leonteq Securities AG increased its stake 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 in the last quarter. Sound Income Strategies LLC lifted its stake in Welltower by 124.6% in the 1st 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 in the last quarter. Swiss RE Ltd. purchased a new position in Welltower in the 4th quarter valued at about $29,000. Kilter Group LLC acquired a new stake in Welltower in the 2nd quarter worth about $29,000. Finally, Quarry LP acquired a new stake in Welltower in the 3rd quarter worth about $33,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Andrew Gundlach bought 5,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was bought at an average cost of $239.47 per share, for a total transaction of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares in the company, valued at $5,986,750. This represents a 25.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 0.37% of the company’s stock.

Welltower Trading Down 0.9%

WELL opened at $237.51 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The company’s 50 day simple moving average is $235.54 and its two-hundred day simple moving average is $217.59. Welltower Inc. has a 1-year low of $163.75 and a 1-year high of $255.20. The firm has a market capitalization of $171.18 billion, a price-to-earnings ratio of 108.95, a price-to-earnings-growth ratio of 1.15 and a beta of 0.76.

Welltower (NYSE:WELL – Get Free Report) last issued its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share 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 analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The company’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts expect that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

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

Analyst Ratings Changes

A number of equities analysts have commented on WELL shares. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Deutsche Bank Aktiengesellschaft lifted their price target on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Mizuho increased their price objective on Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Finally, Raymond James Financial began coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective for the company. Fourteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.11.

Get Our Latest Stock Report on Welltower

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.