WESPAC Advisors LLC Sells 3,652 Shares of Welltower Inc. $WELL

WESPAC Advisors LLC lessened its holdings in shares of Welltower Inc. (NYSE:WELL) by 45.7% in the third quarter, Holdings Channel.com reports. The institutional investor owned 4,335 shares of the real estate investment trust’s stock after selling 3,652 shares during the quarter. WESPAC Advisors LLC’s holdings in Welltower were worth $998,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Verdence Capital Advisors LLC lifted its holdings in shares of Welltower by 45.6% during the third quarter. Verdence Capital Advisors LLC now owns 2,136 shares of the real estate investment trust’s stock valued at $492,000 after purchasing an additional 669 shares during the last quarter. AGH Wealth Advisors LLC raised its stake in Welltower by 2.8% during the 3rd quarter. AGH Wealth Advisors LLC now owns 2,467 shares of the real estate investment trust’s stock valued at $568,000 after purchasing an additional 67 shares during the period. Flagship Harbor Advisors LLC raised its stake in Welltower by 65.1% during the 3rd quarter. Flagship Harbor Advisors LLC now owns 1,618 shares of the real estate investment trust’s stock valued at $373,000 after purchasing an additional 638 shares during the period. Apollon Wealth Management LLC lifted its holdings in shares of Welltower by 1.0% in the third quarter. Apollon Wealth Management LLC now owns 7,114 shares of the real estate investment trust’s stock valued at $1,638,000 after purchasing an additional 71 shares in the last quarter. Finally, Revolve Wealth Partners LLC lifted its holdings in shares of Welltower by 6.6% in the third quarter. Revolve Wealth Partners LLC now owns 1,484 shares of the real estate investment trust’s stock valued at $342,000 after purchasing an additional 92 shares in the last quarter. 94.80% of the stock is currently owned by institutional investors and hedge funds.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: FFO and revenue exceeded expectations: Third-quarter normalized FFO was $1.67 per diluted share, above the $1.64 consensus estimate and up 24.6% from $1.34 a year earlier. Revenue increased 38.4% year over year. Welltower Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Senior-housing fundamentals remained very strong: Portfolio same-store net operating income grew 15.8%, led by 21.0% growth in the Seniors Housing Operating portfolio. Organic same-store revenue rose 9.1%, supported by a 320-basis-point occupancy increase and 5.3% growth in revenue per occupied room. Welltower Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its outlook: Welltower increased its 2026 guidance, citing continued growth in its Seniors Housing Operating platform and benefits from investments. The improved outlook reinforces expectations for further FFO growth. Welltower Raises Outlook as Senior Housing Growth Lifts FFO
• Positive Sentiment: Expansion accelerated: Welltower reported $2.7 billion of senior-housing acquisitions during the quarter and $21.0 billion of pro rata gross investments completed or under contract year to date, increasing exposure to its highest-growth business. Welltower Reports $2.7 Billion in Senior Housing Acquisitions
• Neutral Sentiment: Reported net income attributable to common stockholders was $0.54 per diluted share, and one report characterized quarterly income as below consensus even though normalized FFO surpassed estimates. With shares trading near their 12-month high and at an elevated earnings multiple, valuation may limit additional upside.

Insiders Place Their Bets

In other news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The stock was bought at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares of the company’s stock, valued at approximately $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

WELL has been the topic of a number of research analyst reports. Evercore reiterated an “outperform” rating and set a $256.00 price target (down from $260.00) on shares of Welltower in a report on Monday, September 21st. Wells Fargo & Company increased their price objective on Welltower from $266.00 to $268.00 and gave the stock an “overweight” rating in a research note on Monday, October 19th. KeyCorp raised their price objective on Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Weiss Ratings upgraded Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, Royal Bank Of Canada lifted their target price on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $255.86.

Welltower Trading Up 1.2%

Welltower stock opened at $240.11 on Tuesday. The company’s fifty day simple moving average is $233.87 and its 200-day simple moving average is $217.08. 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 Inc. has a 12 month low of $174.91 and a 12 month high of $255.20. The stock has a market cap of $173.06 billion, a P/E ratio of 40.50, a P/E/G ratio of 1.15 and a beta of 0.75.

Welltower (NYSE:WELL) last announced its quarterly earnings data on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.03. The business had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.64 billion. Welltower had a return on equity of 3.56% and a net margin of 12.15%. Welltower’s quarterly revenue was up 38.4% compared to the same quarter last year. During the same period last year, the company earned $1.34 earnings per share. As a group, sell-side analysts forecast that Welltower Inc. will post 6.43 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be given a $0.85 dividend. This represents a $3.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s dividend payout ratio is presently 155.96%.

Welltower Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.