Welltower Inc. $WELL Shares Bought by Mosaic Family Wealth Partners LLC

Posted by on Aug 16th, 2026

Mosaic Family Wealth Partners LLC grew its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 89.6% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 5,904 shares of the real estate investment trust’s stock after buying an additional 2,790 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Welltower were worth $1,340,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Leonteq Securities AG grew its holdings in shares of Welltower by 92.3% during the first quarter. Leonteq Securities AG now owns 125 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 60 shares during the last quarter. Sound Income Strategies LLC raised its stake in Welltower by 124.6% during the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 76 shares during the last quarter. Swiss RE Ltd. purchased a new stake in Welltower during the 4th quarter valued at approximately $29,000. Quarry LP purchased a new stake in Welltower during the 3rd quarter valued at approximately $33,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Welltower during the 4th quarter worth approximately $37,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Welltower Price Performance

Shares of WELL opened at $235.55 on Friday. Welltower Inc. has a twelve month low of $161.26 and a twelve month high of $255.20. The stock’s 50 day moving average is $229.65 and its two-hundred day moving average is $214.01. The firm has a market capitalization of $169.77 billion, a PE ratio of 108.05, a P/E/G ratio of 1.13 and a beta of 0.76. 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 (NYSE:WELL – Get Free Report) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%.The business’s revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts anticipate that Welltower Inc. will post 6.43 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be issued 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 yield of 1.4%. The ex-dividend date of this dividend is Wednesday, August 12th. Welltower’s dividend payout ratio is currently 155.96%.

Analyst Ratings Changes

WELL has been the topic of several analyst reports. Cantor Fitzgerald lifted their target price on Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Scotiabank cut their price target on Welltower from $248.00 to $232.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Citigroup increased their price target on Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, July 31st. BMO Capital Markets reiterated an “outperform” rating and issued a $245.00 price objective on shares of Welltower in a research report on Monday, May 4th. Finally, UBS Group boosted their price objective on shares of Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $246.11.

View Our Latest Stock 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.

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Institutional Ownership by Quarter for Welltower (NYSE:WELL)

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