Csenge Advisory Group Invests $2.52 Million in Welltower Inc. $WELL

Posted by George Bondi on Aug 20th, 2026

Csenge Advisory Group purchased a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 11,091 shares of the real estate investment trust’s stock, valued at approximately $2,517,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Leonteq Securities AG increased its position in 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 lifted its position in shares of Welltower by 124.6% in the first quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after buying an additional 76 shares during the last quarter. Swiss RE Ltd. bought a new stake in shares of Welltower during the 4th quarter worth about $29,000. Summit Securities Group LLC increased its holdings in shares of Welltower by 42.6% during the 2nd quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust’s stock valued at $37,000 after acquiring an additional 49 shares during the last quarter. Finally, Allied Private Wealth LLC bought a new position in shares of Welltower in the 2nd quarter valued at approximately $41,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analysts Set New Price Targets

WELL has been the subject of several analyst reports. KeyCorp boosted their target price on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft increased their price target on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Cantor Fitzgerald lifted their price target on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Evercore restated an “outperform” rating and issued a $260.00 price objective on shares of Welltower in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada upped their price objective on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $246.11.

Get Our Latest Research Report on Welltower

Welltower Stock Up 0.1%

Shares of WELL stock opened at $235.59 on Thursday. Welltower Inc. has a one year low of $163.75 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The stock has a fifty day moving average price of $231.43 and a 200 day moving average price of $215.31. The stock has a market cap of $169.80 billion, a P/E ratio of 108.07, a price-to-earnings-growth ratio of 1.13 and a beta of 0.76.

Welltower (NYSE:WELL – Get Free Report) last announced its quarterly 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). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same period last year, the firm earned $1.28 EPS. The company’s quarterly revenue was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Analysts predict that Welltower Inc. will post 6.44 earnings per share for the current year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Wednesday, August 12th will be paid a $0.85 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase 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%. Welltower’s payout ratio is presently 155.96%.

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.