Cassia Capital Partners LLC Makes New $1.06 Million Investment in Welltower Inc. $WELL

Posted by Stanley Muller on Nov 11th, 2026

Cassia Capital Partners LLC purchased a new stake in Welltower Inc. (NYSE:WELL – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 4,585 shares of the real estate investment trust’s stock, valued at approximately $1,056,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of WELL. Bank of America Corp DE purchased a new stake in Welltower during the second quarter worth $4,425,089,000. Legal & General Group Plc acquired a new stake in Welltower in the second quarter valued at $1,599,351,000. BlackRock Inc. grew its holdings in Welltower by 5.5% in the second quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock valued at $17,714,830,000 after purchasing an additional 4,045,458 shares during the last quarter. Canada Pension Plan Investment Board purchased a new position in shares of Welltower in the second quarter valued at $528,400,000. Finally, Amundi increased its position in shares of Welltower by 60.3% in the second quarter. Amundi now owns 5,339,664 shares of the real estate investment trust’s stock valued at $1,211,944,000 after buying an additional 2,008,543 shares in the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Insider Buying and Selling

In related news, Director Andrew Gundlach acquired 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was purchased at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the transaction, the director owned 30,000 shares in the company, valued at $7,261,800. This trade represents a 20.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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. Corporate insiders own 0.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on WELL shares. JPMorgan Chase & Co. lifted their price target on Welltower from $260.00 to $273.00 and gave the stock an “overweight” rating in a research note on Tuesday. Citigroup increased their price objective 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. Barclays lowered their price objective on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 13th. Scotiabank raised their target price on shares of Welltower from $244.00 to $251.00 and gave the company an “outperform” rating in a report on Wednesday, September 2nd. Finally, Morgan Stanley lifted their target price on shares of Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 1st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and an average price target of $262.14.

View Our Latest Analysis on Welltower

Welltower Price Performance

Shares of NYSE:WELL opened at $247.42 on Wednesday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 3.16 and a current ratio of 3.16. The business’s fifty day moving average price is $234.24 and its two-hundred day moving average price is $220.25. The stock has a market cap of $181.51 billion, a PE ratio of 107.11, a price-to-earnings-growth ratio of 1.18 and a beta of 0.79. Welltower Inc. has a one year low of $181.47 and a one year high of $255.20.

Welltower (NYSE:WELL – Get Free Report) last released its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The company had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.64 billion. During the same period in the previous year, the firm posted $1.34 earnings per share. The business’s revenue for the quarter was up 38.4% compared to the same quarter last year. On average, analysts forecast that Welltower Inc. will post 6.51 EPS for the current fiscal year.

Welltower Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be paid a dividend of $0.85 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. Welltower’s dividend payout ratio (DPR) is presently 147.19%.

About Welltower

(Free Report)

Welltower Inc. is a real estate investment trust focused on properties and services that support health care and aging. Its portfolio includes senior housing communities, outpatient medical facilities and post-acute care properties. The company works with senior housing operators, health care providers and other partners to own, lease and manage properties. Its operations span the United States, Canada and the United Kingdom. Founded in 1970 as Health Care REIT, the company adopted the Welltower name in 2015.