NewEdge Advisors LLC Grows Stock Holdings in Welltower Inc. $WELL

Posted by George Bondi on Aug 7th, 2026

NewEdge Advisors LLC increased its position in Welltower Inc. (NYSE:WELL – Free Report) by 1,040.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 210,817 shares of the real estate investment trust’s stock after buying an additional 192,332 shares during the quarter. NewEdge Advisors LLC’s holdings in Welltower were worth $41,681,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Dimensional Fund Advisors LP boosted its stake in shares of Welltower by 0.7% during the first quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after purchasing an additional 57,938 shares during the period. KLP Kapitalforvaltning AS increased its position in shares of Welltower by 21.2% during the fourth quarter. KLP Kapitalforvaltning AS now owns 291,146 shares of the real estate investment trust’s stock valued at $54,040,000 after buying an additional 50,900 shares during the period. Easterly Investment Partners LLC grew its holdings in shares of Welltower by 184.9% during the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock worth $17,151,000 after acquiring an additional 59,967 shares during the period. SG Americas Securities LLC raised its holdings in Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after purchasing an additional 862,586 shares in the last quarter. Finally, Swiss National Bank increased its stake in shares of Welltower by 9.9% in the 1st quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock worth $398,227,000 after acquiring an additional 181,400 shares in the last quarter. 94.80% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on WELL shares. UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Barclays assumed coverage on shares of Welltower in a research report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective on the stock. Royal Bank Of Canada increased their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Finally, Evercore reaffirmed an “outperform” rating and set a $260.00 target price on shares of Welltower in a report on Thursday, July 30th. Fourteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $246.11.

Read Our Latest Stock Report on WELL

Welltower Stock Performance

NYSE:WELL opened at $235.91 on Friday. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.37. Welltower Inc. has a 12-month low of $161.26 and a 12-month high of $255.20. The stock has a 50-day moving average price of $225.82 and a 200 day moving average price of $212.22. The stock has a market capitalization of $170.03 billion, a P/E ratio of 108.21, a P/E/G ratio of 1.14 and a beta of 0.76.

Welltower (NYSE:WELL – Get Free Report) last posted its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The company had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.40 billion. During the same period in the previous year, the business posted $1.28 earnings per share. The business’s revenue was up 39.1% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Equities research analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be paid a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Wednesday, August 12th. Welltower’s payout ratio is 135.78%.

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.