Market Cap
$165.9B
WELL
WELLTOWER INC.
$227.89 ▲ +0.42%
Prev close $226.94Market cap$165.9B
12-mo target$262.05 (+15.0%)
High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Real Estate
Snapshot
The big-picture read on WELL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$124.2B
Inst. Activity
34 buys / 16 sells
Insider Activity
$1.2M buy / $0.00 sell
Insider Net $
$1.2M
Social Sentiment
60° Warm
SEC Reports
7
Congressional
1 trades
Price chart 30d -4.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: WELL — 59.1% short (0.6M / 1.0M)
Short: 582,163 | Exempt: 1,006 | TRF Vol: 984,462 | Short Ratio: 59.1% | Off-exchange volume (dark p
Sep 29, 2026 Insider
McHugh Timothy gifted 2,150 shares
Co-President and CFO
Aug 26, 2026 Insider
Gundlach Andrew bought 2,500 shares
Director @ $242.06 ($605.1K)
Aug 25, 2026 Insider
Jul 28, 2026 SEC Gundlach Andrew bought 2,500 shares
Director @ $239.47 ($598.7K)
Welltower filed a 424B5 prospectus supplement establishing a new $7.5B at-the-market (ATM) equity distribution program,
424B5 — Impact 6/10
Welltower entered into a new $7.5B at-the-market (ATM) equity distribution agreement, replacing the prior October 2025 f
8-K — Impact 4/10
Welltower reported Q2 2026 normalized FFO of $1.60 per diluted share, a 25.0% increase YoY and above the $1.55 Street co
8-K — Impact 7/10
Jun 30, 2026 Inst.
Capital World Investors — ADD
20,028,842 shares ($4.5B)
Analyst ratings buy % -3.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2024 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Sep 23, 2024 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 16, 2024 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 28, 2024 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 21, 2024 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Aug 9, 2024 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2024 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 5, 2024 | Wedbush | MAINTAIN | Neutral | 57% |
| Jul 16, 2024 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 11, 2024 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 17 | 5 | 0 | 0 | 82% | |
| Aug 1, 2026 | 6 | 17 | 5 | 0 | 0 | 82% | |
| Jul 1, 2026 | 6 | 17 | 4 | 0 | 0 | 85% | |
| Jun 1, 2026 | 6 | 16 | 4 | 0 | 0 | 85% | |
| May 1, 2026 | 6 | 16 | 4 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 16 | 4 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 16 | 4 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 16 | 4 | 0 | 0 | 85% |
Price targets
Where 22 covering analysts think WELL trades over the next 12 months.
$262.05 +15.0% upside Buy
Current$227.89 Low$219.00 Median$262.50 High$292.00 22 analysts
$219.00$292.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 4 neutral · avg impact 4.3/10.
BEARISH424B56/10
Welltower filed a 424B5 prospectus supplement establishing a new $7.5B at-the-market (ATM) equity di
Jul 28, 2026
NEUTRAL8-K4/10
Welltower entered into a new $7.5B at-the-market (ATM) equity distribution agreement, replacing the
Jul 28, 2026
BULLISH8-K7/10
Welltower reported Q2 2026 normalized FFO of $1.60 per diluted share, a 25.0% increase YoY and above
Jul 27, 2026
BULLISH8-K5/10
Welltower announced a 15% increase in its quarterly common stock dividend to $0.85 per share, beginn
Jun 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: WELL — 59.1% short (0.6M / 1.0M)
Short: 582,163 | Exempt: 1,006 | TRF Vol: 984,462 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: WELL — 67.5% short (0.5M / 0.8M)
Short: 525,583 | Exempt: 0 | TRF Vol: 778,681 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: WELL — 60.2% short (0.6M / 0.9M)
Short: 562,948 | Exempt: 442 | TRF Vol: 934,908 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: WELL — 63.4% short (0.4M / 0.7M)
Short: 432,611 | Exempt: 2,196 | TRF Vol: 681,907 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: WELL — 71.5% short (0.4M / 0.6M)
Short: 428,590 | Exempt: 1,128 | TRF Vol: 599,638 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.63 | $0.54–$0.71 | 14.4% | -6.0% | 1↑ 1↓ | $3.7B | 2 |
| Next Q | $0.66 | $0.64–$0.67 | 19.5% | -5.1% | 1↑ 1↓ | $4.0B | 2 |
| Current FY | $2.88 | $2.88–$2.88 | — | — | — | $14.4B | 1 |
| Next FY | $3.18 | $2.95–$3.45 | 10.4% | +1.4% | 1↑ 2↓ | $16.7B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.625 | — |
| 7d ago | $0.610 | +0.015 |
| 30d ago | $0.665 | -0.040 |
| 60d ago | $0.665 | -0.040 |
| 90d ago | $0.665 | -0.040 |
Institutional ownership
Which big funds own WELL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $124.2B total value (541,025,341 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 78,049,214 | $17.7B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 46,118,974 | $10.5B | 8.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 43,449,568 | $9.9B | 7.9% | — |
| STATE STREET CORP | 42,138,810 | $9.6B | 7.7% | — |
| Capital International Investors | 39,500,055 | $9.0B | 7.2% | — |
| Capital World Investors | 20,028,842 | $4.5B | 3.7% | ADD +57.4% |
| BANK OF AMERICA CORP /DE/ | 19,496,361 | $4.4B | 3.6% | — |
| FMR LLC | 19,451,466 | $4.4B | 3.6% | — |
| NORGES BANK | 18,146,984 | $4.1B | 3.3% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 17,685,516 | $4.0B | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | ADD | 12,722,329 | 20,028,842 | +57.4% | $4.5B |
| NORGES BANK | NEW | — | 18,146,984 | — | $4.1B |
| PeakShares LLC | NEW | — | 6,007 | — | $1.4B |
| Amundi | ADD | 3,331,121 | 5,339,664 | +60.3% | $1.2B |
| UBS Group AG | TRIM | 2,464,410 | 1,596,229 | -35.2% | $362.3M |
| ROYAL BANK OF CANADA | ADD | 877,687 | 1,139,710 | +29.9% | $258.7M |
| BARCLAYS PLC | TRIM | 1,695,631 | 1,020,253 | -39.8% | $231.6M |
| Holocene Advisors, LP | DOUBLED | 443,765 | 958,107 | +115.9% | $217.5M |
| FIL Ltd | ADD | 677,782 | 942,527 | +39.1% | $213.9M |
| D. E. Shaw & Co., Inc. | TRIM | 2,079,154 | 928,983 | -55.3% | $210.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 24 transactions. Net $1.2M — $1.2M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | McHugh Timothy | Co-President and CFO | GIFT | 2,150 | — | — |
| Aug 26, 2026 | Gundlach Andrew | Director | BUY | 2,500 | $242.06 | $605.1K |
| Aug 25, 2026 | Gundlach Andrew | Director | BUY | 2,500 | $239.47 | $598.7K |
| Aug 20, 2026 | LOPEZ DENNIS G | Director | AWARD | 73 | $237.40 | $17.3K |
| Jun 26, 2026 | Mitra Shankh | CEO | GIFT | 3,852 | — | — |
| May 31, 2026 | Mitra Shankh | CEO | AWARD | 17 | $173.32 | $2.9K |
| May 29, 2026 | McHugh Timothy | Co-President and CFO | AWARD | 11 | $173.32 | $1.9K |
| May 27, 2026 | Mitra Shankh | CEO | GIFT | 162 | — | — |
| May 21, 2026 | LOPEZ DENNIS G | Director | AWARD | 63 | $216.01 | $13.6K |
| May 1, 2026 | BACON KENNETH J | Director | CONVERT | 2,627 | — | — |
Congressional trades
WELL trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 11, 2026 | Jonathan Jackson | D | HOUSE | BUY | $1,001 - $15,000 | Welltower Inc | Mar 13, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WELL.
Shares short
17,596,292
Settlement Sep 15, 2026
Change vs prior
-4.5%
Semi-monthly cycle
Days to cover
7.6
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All WELL filing & press-release reports (7)
- 424B5 reportJul 28, 2026
- 8-K reportJul 28, 2026
- 8-K reportJul 27, 2026
- 8-K reportJun 1, 2026
- 8-K reportApr 29, 2026
- 424B5 reportApr 29, 2026
- DEFA14A reportApr 10, 2026