Capital World Investors Acquires 6,497,258 Shares of Welltower Inc. $WELL

Posted by Brian Himes on Jun 7th, 2026

Capital World Investors grew its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 153.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,744,520 shares of the real estate investment trust’s stock after buying an additional 6,497,258 shares during the period. Capital World Investors’ holdings in Welltower were worth $1,994,290,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Hager Investment Management Services LLC boosted its stake in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC boosted its stake in Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares in the last quarter. Quarry LP bought a new position in Welltower in the 3rd quarter worth about $33,000. Financial Consulate Inc. bought a new position in Welltower in the 4th quarter worth about $34,000. Finally, MMA Asset Management LLC bought a new position in Welltower in the 3rd quarter worth about $35,000. Institutional investors own 94.80% of the company’s stock.

Welltower Price Performance

Shares of NYSE:WELL opened at $207.48 on Friday. Welltower Inc. has a fifty-two week low of $148.60 and a fifty-two week high of $221.68. The business has a 50-day simple moving average of $208.77 and a two-hundred day simple moving average of $200.93. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31. The firm has a market cap of $146.46 billion, a price-to-earnings ratio of 102.71, a price-to-earnings-growth ratio of 1.07 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 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 business had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the previous year, the firm earned $1.20 EPS. Welltower’s revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a $0.74 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is 146.53%.

Analyst Ratings Changes

A number of brokerages recently issued reports on WELL. Scotiabank upped their price target on shares of Welltower from $236.00 to $248.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Wells Fargo & Company upped their price target on shares of Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. UBS Group upped their price target on shares of Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Royal Bank Of Canada upped their price target on shares of Welltower from $230.00 to $238.00 and gave the stock an “outperform” rating in a research note on Monday, May 4th. Finally, Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $231.60.

Check Out Our Latest Stock Analysis on Welltower

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.