CIBC Asset Management Inc Increases Position in Welltower Inc. $WELL

Posted by Brenda Bartman on Jun 4th, 2026

CIBC Asset Management Inc grew its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 73.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 161,259 shares of the real estate investment trust’s stock after buying an additional 68,547 shares during the quarter. CIBC Asset Management Inc’s holdings in Welltower were worth $29,931,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Hager Investment Management Services LLC grew its holdings in shares of Welltower by 84.4% during the third quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 65 shares during the last quarter. Marquette Asset Management LLC grew its holdings in shares of Welltower by 62.8% during the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the last quarter. Financial Consulate Inc. purchased a new stake in shares of Welltower during the fourth quarter valued at approximately $34,000. Quarry LP purchased a new stake in shares of Welltower during the third quarter valued at approximately $33,000. Finally, MMA Asset Management LLC purchased a new stake in shares of Welltower during the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Trading Up 2.4%

Shares of WELL stock opened at $199.95 on Thursday. Welltower Inc. has a 12-month low of $148.60 and a 12-month high of $221.68. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40. The firm’s 50 day moving average is $208.47 and its 200 day moving average is $200.84. The stock has a market capitalization of $141.15 billion, a P/E ratio of 98.99, a P/E/G ratio of 1.01 and a beta of 0.79.

Welltower (NYSE:WELL – Get Free Report) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a net margin of 11.96% and a return on equity of 3.45%. The company had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter last year, the company posted $1.20 earnings per share. The firm’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. Research analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Investors of record on Wednesday, May 13th were issued a $0.74 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.5%. Welltower’s dividend payout ratio (DPR) is currently 146.53%.

Analysts Set New Price Targets

A number of research firms have recently commented on WELL. BMO Capital Markets reiterated an “outperform” rating and set a $245.00 price target on shares of Welltower in a report on Monday, May 4th. Citigroup increased their price target on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Jefferies Financial Group increased their price target on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Royal Bank Of Canada increased their price target on shares of Welltower from $230.00 to $238.00 and gave the company an “outperform” rating in a report on Monday, May 4th. Finally, Morgan Stanley increased their price target on shares of Welltower from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $231.60.

View Our Latest Report on Welltower

Welltower 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.