Asset Management One 13F: Adds $9.5M to Welltower (WELL) Stake
Key Points
- Asset Management One's stake in Welltower Inc. increased by 41,299 shares, bringing its total holdings to 1,367,690 shares valued at about $314.9 million.
- The fund's reported value for its Welltower position is approximately $13.98 billion, ranking it 11th among its 940 positions.
- Welltower trades recently at $240.61, which is about equal to its closing price of $240.61 on October 26, 2026.
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Asset Management One boosted its position in Welltower Inc. (WELL) by 41,299 shares, raising its total to 1,367,690 shares valued at about $314.9 million. This information comes from the fund's latest Form 13F filing with the SEC, which was disclosed on October 27, 2026.
WELL
Welltower Inc.
What Changed in Asset Management One's Welltower Position
The fund's reported value for its Welltower position is around $13.98 billion. This increase represents a 3.11% rise in its holdings, reflecting the fund's confidence in the healthcare real estate sector.
Where Welltower Fits in Asset Management One's Portfolio
Welltower represents 2.25% of Asset Management One's total reported portfolio, ranking 11th among its 940 positions.
Other Institutional Activity in Welltower
Capital International Investors added 3,682,087 shares to its Welltower holdings, bringing its total to 39,500,055 shares worth approximately $8.96 billion. Cohen & Steers Inc. also increased its stake by 975,018 shares, resulting in a total of 36,821,274 shares valued at about $8.35 billion.
Welltower Inc. Stock Up 1.4%
Welltower trades recently around $240.61, which is about equal to its closing price of $240.61 on October 26, 2026. This price indicates stability as it hovers close to its recent trading levels.
Recent Earnings
Welltower reported trailing twelve-month revenue of approximately $12.76 billion and an EPS of $2.23. The next earnings report is not scheduled yet, but the company has shown strong revenue growth year-over-year at 39.1%.
Dividend
Welltower has a dividend rate of $3.40 per share, with a payout ratio of 132.7%. This ratio indicates that the company pays out more than its earnings in dividends, which can be common in real estate investment trusts (REITs).
Insider Buying and Selling at Welltower Inc.
Director Andrew Gundlach purchased 20,000 shares at an average price of $151.46 on June 30, 2025, totaling about $3.03 million. He also bought 10,000 shares on August 26, 2026, valued at approximately $2.41 million, indicating his confidence in the company's future.
Analysts Set New Price Targets
On September 2, 2026, Scotiabank maintained its rating of Sector Outperform with a price target of $251. Evercore ISI Group also kept its Outperform rating with a target of $256. The consensus among analysts suggests a positive outlook for Welltower.
About Welltower
Welltower Inc. is a real estate investment trust focused on rental housing for seniors across the U.S., U.K., and Canada. With over 2,500 communities, it blends housing and hospitality to create vibrant living environments for older adults.
Bottom Line
Investors should watch for Welltower's next earnings date and further movements from Asset Management One in upcoming filings. The recent boost in position reflects the fund's positive outlook on the healthcare real estate sector.
Related Filing Alerts
Source: Asset Management One's 13F filing on $WELL (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts