Welltower Inc. $WELL Shares Purchased by Wealthfront Advisers LLC

Wealthfront Advisers LLC grew its holdings in shares of Welltower Inc. (NYSE:WELL) by 27.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 77,935 shares of the real estate investment trust’s stock after buying an additional 16,645 shares during the period. Wealthfront Advisers LLC’s holdings in Welltower were worth $13,883,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Frank Rimerman Advisors LLC lifted its holdings in Welltower by 0.6% in the third quarter. Frank Rimerman Advisors LLC now owns 9,774 shares of the real estate investment trust’s stock worth $1,741,000 after purchasing an additional 55 shares during the period. Sachetta LLC lifted its holdings in shares of Welltower by 14.9% in the third quarter. Sachetta LLC now owns 448 shares of the real estate investment trust’s stock valued at $80,000 after buying an additional 58 shares during the period. PDS Planning Inc grew its holdings in Welltower by 1.4% during the third quarter. PDS Planning Inc now owns 4,326 shares of the real estate investment trust’s stock worth $771,000 after acquiring an additional 59 shares during the period. Modera Wealth Management LLC boosted its position in shares of Welltower by 3.4% during the 3rd quarter. Modera Wealth Management LLC now owns 1,807 shares of the real estate investment trust’s stock valued at $322,000 after purchasing an additional 60 shares in the last quarter. Finally, Fidelis Capital Partners LLC raised its holdings in shares of Welltower by 1.3% in the 3rd quarter. Fidelis Capital Partners LLC now owns 4,697 shares of the real estate investment trust’s stock worth $837,000 after purchasing an additional 61 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company raised its FY‑2026 outlook and signaled FFO/earnings well ahead of consensus, which supports higher forward cash‑flow expectations and drove optimism among investors. Welltower expects annual FFO above estimates
• Positive Sentiment: Reported Q4 normalized FFO of $1.45 (beat the Zacks/consensus ~$1.44) and revenue of $3.18B (well above estimates), underscoring solid top‑line demand across its senior‑housing portfolio. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Operational metrics: same‑store NOI +15% year‑over‑year, senior‑housing operating (SHO) SSNOI +20.4%, occupancy +400 bps and RevPOR +4.7% — these trends point to durable demand and margin expansion. Welltower Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Some outlets framed the quarter as an EPS miss (reflecting GAAP EPS or differing metrics), creating short‑term headline noise despite strong FFO/revenue — check the different reporting bases before trading. Welltower earnings missed by $0.42, revenue topped estimates
• Neutral Sentiment: Analyst and media pieces on valuation and outlook are circulating (discussion of high valuation after multi‑year gains); these may temper enthusiasm for some investors. A Look At Welltower Valuation Welltower Stock Outlook
• Negative Sentiment: Regulatory/transaction risk: a UK investigation into a large care‑home deal tied to a US buyer (reported broadly) could create execution risk or headlines for recent U.K. activity. Investigation into £6bn deal
• Negative Sentiment: Reported lower GAAP net profit and higher expenses in the quarter (coverage highlights higher costs), which could be used by skeptics to argue margins face headwinds despite FFO gains. Welltower Posts Lower 4Q Profit

Analysts Set New Price Targets

Several research firms have recently weighed in on WELL. UBS Group reduced their price objective on Welltower from $232.00 to $228.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. Loop Capital set a $196.00 price target on Welltower in a research report on Wednesday, October 29th. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Scotiabank boosted their target price on shares of Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and issued a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $204.80.

Welltower Price Performance

Shares of NYSE:WELL opened at $200.84 on Wednesday. The company has a market cap of $137.84 billion, a price-to-earnings ratio of 138.51, a PEG ratio of 1.37 and a beta of 0.85. The business has a 50 day moving average price of $189.16 and a 200 day moving average price of $180.76. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43. Welltower Inc. has a twelve month low of $130.29 and a twelve month high of $209.05.

Welltower Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. Welltower’s payout ratio is 204.14%.

About Welltower

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.