Welltower Inc. $WELL Shares Sold by Invesco Ltd.

Posted by George Bondi on Jun 19th, 2026

Invesco Ltd. trimmed its stake in Welltower Inc. (NYSE:WELL – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,916,027 shares of the real estate investment trust’s stock after selling 90,018 shares during the quarter. Invesco Ltd. owned about 0.99% of Welltower worth $1,283,684,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of WELL. Hager Investment Management Services LLC grew its stake in shares of Welltower by 84.4% during the 3rd 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 period. Marquette Asset Management LLC increased its holdings in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after buying an additional 59 shares during the last quarter. Swiss RE Ltd. purchased a new position in shares of Welltower in the 4th quarter worth $29,000. Quarry LP purchased a new position in shares of Welltower in the 3rd quarter worth $33,000. Finally, Financial Consulate Inc. acquired a new position in Welltower in the fourth quarter valued at $34,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Royal Bank Of Canada restated an “outperform” rating and set a $238.00 price target on shares of Welltower in a research note on Monday. Citigroup lifted their price objective on Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. KeyCorp boosted their target price on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. Mizuho set a $239.00 target price on shares of Welltower in a research report on Friday, May 22nd. Finally, Scotiabank cut their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a report on Thursday. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $230.25.

Read Our Latest Analysis on Welltower

Welltower Stock Up 0.1%

Shares of NYSE WELL opened at $206.73 on Friday. Welltower Inc. has a 12-month low of $148.97 and a 12-month high of $221.68. The company has a market cap of $145.93 billion, a P/E ratio of 102.34, a P/E/G ratio of 1.07 and a beta of 0.79. 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 stock has a fifty day moving average price of $210.63 and a 200 day moving average price of $201.39.

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

Welltower Dividend Announcement

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 dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, May 13th. Welltower’s dividend payout ratio (DPR) is presently 146.53%.

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.