Summit Wealth Group LLC Co. Acquires 8,337 Shares of Welltower Inc. $WELL

Posted by George Bondi on Nov 3rd, 2026

Summit Wealth Group LLC Co. grew its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 903.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,260 shares of the real estate investment trust’s stock after purchasing an additional 8,337 shares during the quarter. Summit Wealth Group LLC Co.’s holdings in Welltower were worth $2,132,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of WELL. BlackRock Inc. lifted its stake in shares of Welltower by 5.5% during the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after buying an additional 4,045,458 shares in the last quarter. State Street Corp boosted its holdings in Welltower by 1.4% in the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after buying an additional 578,033 shares during the period. Bank of America Corp DE bought a new position in Welltower in the 2nd quarter worth approximately $4,425,089,000. Principal Financial Group Inc. grew its stake in Welltower by 2.2% in the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock valued at $2,227,642,000 after buying an additional 207,966 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 1.7%

Shares of WELL opened at $238.59 on Tuesday. Welltower Inc. has a twelve month low of $179.24 and a twelve month high of $255.20. The stock has a market cap of $175.03 billion, a PE ratio of 103.28, a P/E/G ratio of 1.10 and a beta of 0.75. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.39. The business’s 50-day moving average price is $233.49 and its 200-day moving average price is $218.49.

Welltower (NYSE:WELL – Get Free Report) last released its quarterly earnings data on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03. The company had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. Welltower’s revenue was up 38.4% compared to the same quarter last year. During the same period last year, the business earned $1.34 earnings per share. On average, equities analysts forecast that Welltower Inc. will post 6.49 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be paid a $0.85 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $3.40 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is currently 147.19%.

Insider Buying and Selling

In other news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was purchased at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, the director directly owned 30,000 shares in the company, valued at approximately $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Barclays lowered their target price on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 13th. Evercore reaffirmed an “outperform” rating and issued a $256.00 price target (down from $260.00) on shares of Welltower in a report on Monday, September 21st. BNP Paribas Exane raised their price target on Welltower from $238.00 to $272.00 and gave the stock an “outperform” rating in a report on Tuesday, July 28th. Morgan Stanley lifted their price target on Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a research report on Tuesday, September 1st. Finally, Jefferies Financial Group upgraded Welltower to a “strong-buy” rating in a research report on Friday, September 25th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $259.81.

View Our Latest Research Report on WELL

Welltower Profile

(Free Report)

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.