Welltower Inc. $WELL Stock Sold by Keybank National Association OH

Posted by George Bondi on Nov 12th, 2026

Keybank National Association OH trimmed its position in Welltower Inc. (NYSE:WELL – Free Report) by 5.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 85,283 shares of the real estate investment trust’s stock after selling 4,933 shares during the period. Keybank National Association OH’s holdings in Welltower were worth $19,636,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. grew its holdings in Welltower by 5.5% during 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 period. State Street Corp increased its stake in Welltower by 1.4% in the second quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock valued at $9,564,246,000 after purchasing an additional 578,033 shares in the last quarter. Bank of America Corp DE acquired a new stake in Welltower in the second quarter worth $4,425,089,000. Principal Financial Group Inc. raised its holdings in Welltower by 2.2% in the second quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock worth $2,227,642,000 after purchasing an additional 207,966 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in shares of Welltower by 0.7% during the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock worth $1,649,844,000 after purchasing an additional 57,938 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on WELL shares. Cantor Fitzgerald decreased their price target on shares of Welltower from $260.00 to $258.00 and set an “overweight” rating for the company in a report on Thursday, October 29th. Barclays lowered their price objective on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 13th. Morgan Stanley raised their price objective on Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 1st. Freedom Broker upgraded Welltower from a “hold” rating to a “buy” rating and set a $255.00 target price on the stock in a report on Wednesday, October 28th. Finally, BNP Paribas Exane lifted their target price on Welltower from $238.00 to $272.00 and gave the stock an “outperform” rating in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $263.10.

Check Out Our Latest Report on WELL

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was bought at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the transaction, the director directly owned 30,000 shares of the company’s stock, valued at approximately $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 owned by company insiders.

Key Welltower News

Here’s some of the latest news about WELL:

Positive Sentiment: UBS raised its price target to $289 from $269 and maintained a Buy rating, implying about 16.9% upside from the cited share price. UBS price target article
Positive Sentiment: RBC raised its target to $266 from $260 and maintained an Outperform rating. RBC price target article
Neutral Sentiment: A dividend analysis was published, but the provided headline does not give details or indicate a change to Welltower’s dividend outlook. Welltower dividend analysis

Welltower Price Performance

Shares of WELL opened at $247.12 on Thursday. 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 stock has a 50 day simple moving average of $234.37 and a 200 day simple moving average of $220.56. Welltower Inc. has a 52-week low of $181.47 and a 52-week high of $255.20. The firm has a market capitalization of $181.29 billion, a PE ratio of 106.98, a P/E/G ratio of 1.18 and a beta of 0.79.

Welltower (NYSE:WELL – Get Free Report) last posted its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. The business had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.64 billion. Welltower had a return on equity of 3.61% and a net margin of 12.08%. Welltower’s revenue for the quarter was up 38.4% compared to the same quarter last year. During the same period in the prior year, the business earned $1.34 EPS. Sell-side analysts predict that Welltower Inc. will post 6.50 EPS for the current fiscal year.

Welltower Announces Dividend

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