NewEdge Advisors LLC Buys 27,345 Shares of Welltower Inc. $WELL

Posted by Geri Gentry on Sep 9th, 2026

NewEdge Advisors LLC grew its stake in Welltower Inc. (NYSE:WELL – Free Report) by 13.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 238,162 shares of the real estate investment trust’s stock after buying an additional 27,345 shares during the period. NewEdge Advisors LLC’s holdings in Welltower were worth $54,056,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in WELL. Leonteq Securities AG increased its holdings 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 valued at $25,000 after acquiring an additional 60 shares during the last quarter. Sound Income Strategies LLC lifted its holdings in Welltower by 124.6% in the 1st quarter. Sound Income Strategies LLC now owns 137 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 76 shares during the last quarter. Kilter Group LLC acquired a new stake in Welltower in the 2nd quarter worth approximately $29,000. Swiss RE Ltd. bought a new stake in Welltower during the fourth quarter worth approximately $29,000. Finally, Quarry LP bought a new stake in Welltower during the third quarter worth approximately $33,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on WELL shares. Raymond James Financial began coverage on shares of Welltower in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target on the stock. Morgan Stanley upped their price objective on shares of Welltower from $215.00 to $251.00 and gave the stock an “overweight” rating in a report on Tuesday, September 1st. Jefferies Financial Group upped their price objective on shares of Welltower from $237.00 to $248.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Finally, UBS Group boosted their target price on shares of Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $251.06.

Get Our Latest Stock Report on Welltower

Welltower Stock Performance

Shares of NYSE WELL opened at $237.30 on Wednesday. Welltower Inc. has a 12 month low of $163.75 and a 12 month high of $255.20. The company has a market cap of $171.03 billion, a P/E ratio of 108.85, a P/E/G ratio of 1.13 and a beta of 0.76. The business’s 50 day moving average is $237.74 and its two-hundred day moving average is $219.17. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Welltower (NYSE:WELL – Get Free Report) last posted its quarterly earnings data 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). The business had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s revenue was up 39.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, equities analysts expect that Welltower Inc. will post 6.43 EPS for the current year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th were issued a $0.85 dividend. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is currently 155.96%.

Insiders Place Their Bets

In related news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction on Tuesday, August 25th. The stock was purchased at an average cost of $239.47 per share, with a total value of $1,197,350.00. Following the acquisition, the director directly owned 25,000 shares in the company, valued at approximately $5,986,750. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 0.37% of the stock is currently owned by company insiders.

About Welltower

(Free Report)

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.