QRG Capital Management Inc. Raises Stake in Welltower Inc. $WELL

Posted by Brenda Bartman on Jul 5th, 2026

QRG Capital Management Inc. boosted its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 9.2% in the 1st quarter, HoldingsChannel reports. The fund owned 80,904 shares of the real estate investment trust’s stock after acquiring an additional 6,846 shares during the period. QRG Capital Management Inc.’s holdings in Welltower were worth $15,996,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Leonteq Securities AG lifted its position in shares of Welltower by 92.3% during the 1st quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Sound Income Strategies LLC increased its holdings in Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 76 shares during the last quarter. Marquette Asset Management LLC increased its holdings in Welltower by 62.8% in 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. Swiss RE Ltd. purchased a new position in Welltower in the fourth quarter valued at $29,000. Finally, Financial Consulate Inc. acquired a new stake in Welltower in the fourth quarter valued at $34,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Stock Performance

NYSE WELL opened at $235.84 on Friday. The company has a fifty day moving average of $214.18 and a two-hundred day moving average of $203.41. The company has a market capitalization of $166.48 billion, a PE ratio of 116.75, a P/E/G ratio of 1.22 and a beta of 0.77. Welltower Inc. has a 1 year low of $150.20 and a 1 year high of $236.06. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

Welltower (NYSE:WELL – Get Free Report) last posted its earnings results 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 business had revenue of $3.35 billion for the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the firm earned $1.20 earnings per share. The business’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. As a group, analysts expect that Welltower Inc. will post 6.32 earnings per share for the current year.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, May 21st. Shareholders of record on Wednesday, May 13th were given a dividend of $0.74 per share. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $2.96 annualized dividend and a yield of 1.3%. Welltower’s payout ratio is 146.53%.

Wall Street Analyst Weigh In

WELL has been the subject of a number of recent analyst reports. Wells Fargo & Company lifted their price target on Welltower from $228.00 to $237.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Deutsche Bank Aktiengesellschaft increased their price objective on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday. UBS Group raised their target price on Welltower from $240.00 to $249.00 and gave the stock a “buy” rating in a research report on Monday, May 4th. Jefferies Financial Group boosted their target price on Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Finally, Scotiabank lowered their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $232.29.

Check Out Our Latest Analysis on Welltower

About Welltower

(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.