Livelsberger Financial Advisory Makes New $810,000 Investment in Welltower Inc. $WELL

Livelsberger Financial Advisory purchased a new stake in Welltower Inc. (NYSE:WELL) during the 3rd quarter, HoldingsChannel reports. The firm purchased 3,517 shares of the real estate investment trust’s stock, valued at approximately $810,000. Welltower comprises approximately 4.4% of Livelsberger Financial Advisory’s investment portfolio, making the stock its 5th biggest holding.

A number of other hedge funds have also added to or reduced their stakes in WELL. Childress Capital Advisors LLC boosted its stake in shares of Welltower by 14.9% during the 3rd quarter. Childress Capital Advisors LLC now owns 2,580 shares of the real estate investment trust’s stock valued at $594,000 after purchasing an additional 335 shares in the last quarter. D.A. Davidson & CO. increased its position in shares of Welltower by 12.9% during the third quarter. D.A. Davidson & CO. now owns 10,314 shares of the real estate investment trust’s stock valued at $2,375,000 after buying an additional 1,177 shares during the period. BOKF NA increased its position in shares of Welltower by 7.4% during the third quarter. BOKF NA now owns 46,345 shares of the real estate investment trust’s stock valued at $10,670,000 after buying an additional 3,188 shares during the period. North Dakota State Investment Board raised its stake in Welltower by 6.6% in the third quarter. North Dakota State Investment Board now owns 21,806 shares of the real estate investment trust’s stock worth $5,021,000 after buying an additional 1,359 shares in the last quarter. Finally, William Mack & Associates Inc. bought a new position in Welltower in the third quarter worth about $49,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported third-quarter revenue of $3.72 billion, above the $3.64 billion consensus estimate, while earnings per share of $1.67 exceeded expectations by $0.03. Revenue increased 38.4% year over year. Welltower Q3 2026 Earnings Call Transcript
• Positive Sentiment: Management raised its full-year normalized funds-from-operations outlook. Q3 normalized FFO rose 24.6% year over year, while same-store net operating income increased 15.8% and same-store senior-housing operating revenue grew 9.1%, reinforcing the growth outlook for the senior-housing and healthcare REIT. Welltower Q3 Earnings Lift FFO Outlook
• Positive Sentiment: Freedom Broker upgraded WELL from “hold” to “buy” with a $255 price target, while Raymond James said the company remains a strong option for large-cap investors despite lowering its target to $263. Welltower upgraded to buy at Freedom Broker
• Neutral Sentiment: Cantor Fitzgerald maintained an “overweight” rating but reduced its price target from $260 to $258. The target reductions suggest analysts remain constructive on the business while adopting more conservative valuation assumptions. Cantor Fitzgerald analyst ratings
• Negative Sentiment: Investors appear concerned that WELL’s strong performance is already reflected in its premium valuation, while rising leverage and interest-rate sensitivity could constrain future returns. Its elevated earnings multiple increases the risk of profit-taking when results do not substantially exceed expectations. Welltower’s Strong Earnings Couldn’t Stop the Sell-Off
• Negative Sentiment: Welltower filed prospectus supplements covering potential future common-share issuances. Although no immediate issuance was specified, the possibility creates dilution concerns for shareholders. Welltower prospectus supplements

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were acquired at an average price of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the acquisition, the director owned 30,000 shares in the company, valued at $7,261,800. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 owned by insiders.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Freedom Broker upgraded shares of Welltower from a “hold” rating to a “buy” rating and set a $255.00 price objective for the company in a report on Wednesday. Royal Bank Of Canada lifted their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Wells Fargo & Company upped their target price on Welltower from $266.00 to $268.00 and gave the stock an “overweight” rating in a report on Monday, October 19th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Wednesday. Finally, Morgan Stanley raised their target price on Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a research note on Tuesday, September 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Welltower presently has an average rating of “Moderate Buy” and an average price target of $259.81.

Welltower Stock Performance

Shares of WELL stock opened at $233.11 on Friday. Welltower Inc. has a 12 month low of $177.45 and a 12 month high of $255.20. The stock has a market cap of $171.01 billion, a PE ratio of 100.91, a price-to-earnings-growth ratio of 1.10 and a beta of 0.75. The company has a current ratio of 3.16, a quick ratio of 3.16 and a debt-to-equity ratio of 0.39. The company’s fifty day moving average price is $233.58 and its 200-day moving average price is $218.00.

Welltower (NYSE:WELL) last released its earnings results on Monday, October 26th. The real estate investment trust reported $1.67 earnings per share for the quarter, topping analysts’ consensus estimates of $1.64 by $0.03. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.64 billion. Welltower had a net margin of 12.08% and a return on equity of 3.61%. The company’s revenue was up 38.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.34 EPS. On average, equities analysts expect that Welltower Inc. will post 6.47 EPS for the current fiscal year.

Welltower Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be paid a dividend of $0.85 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $3.40 annualized dividend and a yield of 1.5%. Welltower’s payout ratio is presently 147.19%.

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.