--- title: "5,060 Shares in Welltower Inc. $WELL Purchased by Benchmark Investment Advisors LLC" type: "News" locale: "en" url: "https://longbridge.com/en/news/296694376.md" description: "Benchmark Investment Advisors LLC initiated a new position in Welltower Inc. (NYSE:WELL), purchasing 5,060 shares valued at approximately $1.15 million during Q2, according to SEC filings. Other institutional investors, including Revolve Wealth Partners and Summit Securities Group, also increased their stakes. Meanwhile, analysts from Cantor Fitzgerald, KeyCorp, and UBS raised price targets and maintained positive ratings, with an average 'Moderate Buy' consensus." datetime: "2026-08-23T07:22:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296694376.md) - [en](https://longbridge.com/en/news/296694376.md) - [zh-HK](https://longbridge.com/zh-HK/news/296694376.md) generator: "portal-rs" --- # 5,060 Shares in Welltower Inc. $WELL Purchased by Benchmark Investment Advisors LLC Benchmark Investment Advisors LLC bought a new position in shares of Welltower Inc. (NYSE:WELL - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,060 shares of the real estate investment trust's stock, valued at approximately $1,148,000. - These Outperforming Giants Are Boosting Dividends in 2026, With Yields of Up to 6.6% A number of other hedge funds also recently added to or reduced their stakes in the stock. Revolve Wealth Partners LLC grew its stake in Welltower by 3.3% in the 2nd quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust's stock valued at $316,000 after acquiring an additional 45 shares during the last quarter. Family Wealth Partners LLC lifted its stake in shares of Welltower by 1.3% during the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust's stock worth $835,000 after purchasing an additional 48 shares during the period. Summit Securities Group LLC lifted its position in Welltower by 42.6% during the second quarter. Summit Securities Group LLC now owns 164 shares of the real estate investment trust's stock worth $37,000 after buying an additional 49 shares during the period. Parkside Financial Bank & Trust lifted its holdings in shares of Welltower by 2.5% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,977 shares of the real estate investment trust's stock worth $367,000 after acquiring an additional 49 shares during the period. Finally, Parallel Advisors LLC boosted its holdings in shares of Welltower by 0.7% in the 1st quarter. Parallel Advisors LLC now owns 7,161 shares of the real estate investment trust's stock valued at $1,416,000 after purchasing an additional 50 shares during the last quarter. 94.80% of the stock is owned by hedge funds and other institutional investors. ## Analyst Ratings Changes Several equities research analysts have issued reports on the stock. Cantor Fitzgerald boosted their price objective on shares of Welltower from $235.00 to $260.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. KeyCorp upped their price target on shares of Welltower from $240.00 to $275.00 and gave the company an "overweight" rating in a report on Tuesday, August 4th. Raymond James Financial started coverage on Welltower in a research note on Tuesday, June 16th. They set an "outperform" rating and a $226.00 price objective on the stock. UBS Group lifted their target price on Welltower from $249.00 to $271.00 and gave the company a "buy" rating in a research note on Wednesday, July 8th. Finally, BMO Capital Markets restated an "outperform" rating and set a $245.00 price target on shares of Welltower in a research report on Monday, May 4th. Fourteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Welltower has an average rating of "Moderate Buy" and an average target price of $246.11. - Welltower at 52-Week Highs—But Analysts Believe There's More to Come **View Our Latest Stock Analysis on WELL** ## Welltower Stock Up 1.1% Shares of NYSE:WELL opened at $239.95 on Friday. The firm has a 50 day simple moving average of $232.48 and a 200 day simple moving average of $215.83. Welltower Inc. has a 52 week low of $163.75 and a 52 week high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The company has a market cap of $172.94 billion, a PE ratio of 110.07, a price-to-earnings-growth ratio of 1.14 and a beta of 0.76. - Why Welltower's Growth Story Might Outrun Its Rich Valuation Welltower (NYSE:WELL - Get Free Report) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.66 by ($0.05). The business had revenue of $3.54 billion during the quarter, compared to analysts' expectations of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower's revenue for the quarter was up 39.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.28 EPS. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. As a group, research analysts expect 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 was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were issued a $0.85 dividend. The ex-dividend date was Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Welltower's previous quarterly dividend of $0.74. Welltower's dividend payout ratio is currently 155.96%. ## Welltower Company 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. ## Read More - Five stocks we like better than Welltower - 2 Biotech Stocks Shaping Up for Major Breakouts - 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs - 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run - Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? **Want to see what other hedge funds are holding WELL?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Welltower Inc. (NYSE:WELL - Free Report). *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## Should You Invest $1,000 in Welltower Right Now? Before you consider Welltower, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Welltower wasn't on the list. While Welltower currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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