NTV Asset Management 13F: Adds $546K to Welltower (WELL) Stake

NTV Asset Management boosted its holdings in Welltower Inc. WELL by 18.8% during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 23, 2026. The institutional investor acquired an additional 2,370 shares of the healthcare real estate investment trust during the period. The fund owned 12,592 shares valued at the start of the reporting cycle and closed the period with 14,962 shares. The reported value of the entire holding reached roughly $3.44 million.

WELL Welltower Inc.

$237.32 ▲ +28.32% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Welltower Position

The fund expanded its footprint in the senior housing operator by lifting its share count from 12,592 to 14,962. That 18.8% expansion brought the portfolio value of the investment to $3,444,851. Form 13F filings provide a quarterly look at institutional ownership, revealing how professional money managers adjust their sector bets.

Other Institutional Activity in Welltower

Farallon Capital Management reduced its holdings by 143,000 shares, ending with 200,000 shares worth about $44.3 million. RMR Wealth Builders grew its stake by 5,236 shares, or 36.6%, ending with 19,544 shares worth about $4.5 million. Sumitomo Mitsui DS Asset Management Company grew its holdings by 12,520 shares, ending with 295,818 shares worth about $68.1 million. PFG Advisors opened a new position by acquiring 6,534 shares worth about $1.5 million. Capital International Investors grew its holdings by 3,682,087 shares, ending with 39,500,055 shares worth about $9.4 billion.

Welltower Inc. Stock Up 1.3%

Welltower shares closed at $237.32 on October 23, 2026, and recently traded around that same level as of October 24, 2026. The stock trades about 1.5% above its 50-day moving average of $233.73 and roughly 9.3% above its 200-day moving average of $217.09. The shares sit 7.0% below their 52-week high of $255.20 and 35.7% above their 52-week low of $174.90. The company carries a market capitalization of roughly $171.1 billion and a forward price-to-earnings ratio of 74.19.

Recent Earnings

Welltower reported trailing twelve-month revenue of $12.76 billion and basic earnings of $2.26 per share. The healthcare facility REIT posted a net profit margin of 12.1% and a return on equity of 3.8% over the period. Revenue grew 39.1% on a year-over-year basis. The company scheduled its next financial results release for October 26, 2026.

Dividend

Welltower pays an annual dividend of $3.40 per share, yielding 1.43% based on recent pricing. The payout ratio stands at 132.7%.

Insider Buying and Selling at Welltower Inc.

Director Andrew Gundlach bought 20,000 shares at an average price of $151.46 for a total value of $3,029,200 on June 30, 2025. Later, the insider bought another 10,000 shares on August 26, 2026, valued at $2,407,650.

Analysts Set New Price Targets

Scotiabank maintained a Sector Outperform rating and raised its target from $244.00 to $251.00 on September 2, 2026. Evercore ISI Group maintained an Outperform rating and adjusted its target from $260.00 to $256.00 on September 21, 2026. JP Morgan upgraded the stock to Overweight with a $260.00 price target on September 24, 2026. Barclays maintained an Equal-Weight rating and lowered its target from $259.00 to $246.00 on October 13, 2026. Wells Fargo maintained an Overweight rating and lifted its target from $266.00 to $268.00 on October 19, 2026. Wall Street analysts maintain a consensus Buy rating on the stock with a mean price target of $260.55 across 22 opinions.

About Welltower

Welltower Inc. is a major real estate investment trust focused on the silver economy. The company owns senior housing, healthcare facilities, and wellness properties across the United States, the United Kingdom, and Canada, connecting hospitality and housing for aging adults.

Bottom Line

Investors are keeping a close watch on Welltower as the firm prepares to report earnings on October 26, 2026. The upcoming financial update will offer fresh insight into rental housing demand and portfolio growth.