Atria Investments Inc Has $9.87 Million Stake in Welltower Inc. $WELL

Posted by George Bondi on May 15th, 2026

Atria Investments Inc grew its position in Welltower Inc. (NYSE:WELL – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 53,196 shares of the real estate investment trust’s stock after purchasing an additional 2,413 shares during the period. Atria Investments Inc’s holdings in Welltower were worth $9,874,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in WELL. National Pension Service lifted its stake in Welltower by 2.1% in the 3rd quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares during the last quarter. B&I Capital AG raised its stake in Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock valued at $28,759,000 after acquiring an additional 8,650 shares during the period. GDS Wealth Management lifted its stake in shares of Welltower by 13.7% during the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after buying an additional 7,699 shares during the last quarter. New York Life Investment Management LLC lifted its position in Welltower by 4.3% during the third quarter. New York Life Investment Management LLC now owns 97,366 shares of the real estate investment trust’s stock worth $17,345,000 after acquiring an additional 4,019 shares during the last quarter. Finally, Benchmark Investment Advisors LLC acquired a new stake in Welltower during the 3rd quarter worth approximately $901,000. Institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of WELL opened at $217.75 on Friday. The company has a quick ratio of 4.31, a current ratio of 4.31 and a debt-to-equity ratio of 0.40. Welltower Inc. has a 12-month low of $143.78 and a 12-month high of $221.68. The stock has a market cap of $153.71 billion, a P/E ratio of 107.80, a P/E/G ratio of 1.15 and a beta of 0.83. The business’s fifty day moving average is $207.02 and its 200 day moving average is $198.36.

Welltower (NYSE:WELL – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same period in the previous year, the company posted $1.20 EPS. The company’s revenue for the quarter was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Sell-side analysts anticipate that Welltower Inc. will post 6.29 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 21st. Stockholders of record on Wednesday, May 13th will be issued a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio is currently 146.53%.

Analyst Ratings Changes

WELL has been the subject of a number of recent research reports. Royal Bank Of Canada boosted their price objective on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a report on Monday, May 4th. Cantor Fitzgerald lifted their target price on Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Wall Street Zen upgraded Welltower from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Weiss Ratings upgraded shares of Welltower from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday, May 1st. Finally, Jefferies Financial Group upped their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $229.67.

Check Out Our Latest Analysis on WELL

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.