Resolution Capital Ltd Has $712.93 Million Stock Holdings in Welltower Inc. $WELL

Resolution Capital Ltd increased its stake in shares of Welltower Inc. (NYSE:WELL) by 1.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 3,605,925 shares of the real estate investment trust’s stock after buying an additional 34,547 shares during the quarter. Welltower makes up about 15.0% of Resolution Capital Ltd’s portfolio, making the stock its largest position. Resolution Capital Ltd’s holdings in Welltower were worth $712,927,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in WELL. Leonteq Securities AG grew its position 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 period. Sound Income Strategies LLC increased its stake in shares of Welltower by 124.6% during 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. Marquette Asset Management LLC raised its holdings in shares of Welltower by 62.8% in the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 59 shares during the period. Swiss RE Ltd. bought a new stake in shares of Welltower in the 4th quarter worth approximately $29,000. Finally, Quarry LP purchased a new position in Welltower in the third quarter valued at approximately $33,000. Institutional investors own 94.80% of the company’s stock.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported second-quarter normalized funds from operations (FFO) of $1.60 per share, up 25% year over year and above the $1.55 consensus estimate. Total portfolio same-store net operating income (SSNOI) increased 15.5%, led by 20.5% growth in its Seniors Housing Operating portfolio. Welltower Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 EPS guidance to $6.36-$6.44, above the $6.32 analyst consensus. Strong occupancy gains, higher revenue per occupied room and continued seniors-housing acquisitions support the improved outlook. Welltower’s Q2 FFO Beat Estimates on Strong SHO NOI Growth
• Positive Sentiment: The quarterly dividend was increased 14.9% to $0.85 per share, payable August 20 to shareholders of record August 12. The increase signals management’s confidence in cash-flow growth, although the indicated yield remains relatively modest at about 1.4%.
• Neutral Sentiment: Revenue reached $3.54 billion, beating the $3.40 billion estimate and rising 39.1% year over year. The growth reflects Welltower’s expanding portfolio and investment activity, but investors will monitor whether acquisitions translate into sustained FFO growth.
• Negative Sentiment: Reported net income was $0.61 per diluted share, below the $0.66 consensus estimate and down from $1.28 a year earlier. The earnings miss may be weighing on the shares despite the FFO beat and stronger guidance. Welltower Earnings Report
• Negative Sentiment: At roughly 121 times earnings and near its 52-week high, Welltower’s valuation leaves limited room for disappointment, making the GAAP EPS shortfall a more significant near-term concern.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on WELL. Barclays started coverage on Welltower in a report on Tuesday, July 7th. They set an “equal weight” rating and a $254.00 price objective for the company. Jefferies Financial Group upped their price target on Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. UBS Group increased their price target on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft lifted their price objective on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Finally, Raymond James Financial assumed coverage on Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price objective on the stock. Thirteen equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $235.89.

Welltower Stock Performance

NYSE WELL opened at $243.88 on Wednesday. Welltower Inc. has a 52-week low of $160.51 and a 52-week high of $255.20. The company has a fifty day moving average of $223.01 and a 200-day moving average of $209.87. The company has a market capitalization of $172.16 billion, a P/E ratio of 111.87, a P/E/G ratio of 1.22 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a quick ratio of 4.31 and a current ratio of 4.31.

Welltower (NYSE:WELL) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.67%. The firm had revenue of $3.54 billion during the quarter, compared to the consensus estimate of $3.40 billion. During the same period in the prior year, the company earned $1.28 EPS. The firm’s 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. As a group, equities research analysts predict that Welltower Inc. will post 6.32 EPS for the current fiscal year.

Welltower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.85 per share. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date is Wednesday, August 12th. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. Welltower’s dividend payout ratio is currently 146.53%.

Welltower Profile

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.