RMR Wealth Builders 13F: Adds $1.2M to Welltower (WELL) Stake

RMR Wealth Builders boosted its stake in Welltower Inc. WELL by 5,236 shares during the quarter, according to a Form 13F filing with the SEC on October 22, 2026. The purchase lifted the firm's holdings by 36.6%, bringing its total position to 19,544 shares valued at about $4,499,846.

WELL Welltower Inc.

$237.40 ▲ +28.36% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in RMR Wealth Builders's Welltower Position

The reported increase expanded the firm's exposure to the healthcare real estate investment trust. Prior to the filing, RMR Wealth Builders held 14,308 shares of the company. The net addition of 5,236 shares brought the ending total to 19,544 shares.

Other Institutional Activity in Welltower

Other large funds also adjusted their positions in the healthcare real estate firm. Sumitomo Mitsui DS Asset Management Company grew its holdings by 12,520 shares, ending with 295,818 shares worth about $68,109,136. Capital International Investors lifted its stake by 3,682,087 shares for a 10.3% increase, reaching 39,500,555 shares valued at $9,377,312,815. Cohen & Steers Inc. grew its holdings by 975,018 shares to hold 36,821,274 shares worth approximately $8,741,370,222.

Welltower Inc. Stock Down 0.1%

Welltower closed at $237.40 on October 22, 2026, and recently traded around $234.66 as of October 23, 2026. The recent price sits 8.0% below its 52-week high of $255.20 and 35.5% above its 52-week low of $173.13.

Recent Earnings

The company posted trailing twelve-month revenue of $12,763,214,848 alongside trailing twelve-month earnings of $2.23 per share. The next earnings release is scheduled for October 26, 2026.

Dividend

Welltower pays an annual dividend rate of $3.40 per share, representing a dividend yield of 1.46%.

Insider Buying and Selling at Welltower Inc.

Company insiders were active in the market prior to the filing. Director Andrew Gundlach bought 20,000 shares at an average price of $151.46 on June 30, 2025, for a total value of $3,029,200. Gundlach later purchased another 10,000 shares valued at $2,407,650 on August 26, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 2, 2026, Scotiabank maintained its Sector Outperform rating while raising its price target from $244.00 to $251.00. Later, on September 21, 2026, Evercore ISI Group maintained an Outperform rating and adjusted its target from $260.00 to $256.00. JP Morgan upgraded the stock to an Overweight rating on September 24, 2026, with a $260.00 price target. Barclays maintained an Equal-Weight rating on October 13, 2026, lowering its target from $259.00 to $246.00. Wells Fargo maintained an Overweight rating on October 19, 2026, lifting its target from $266.00 to $268.00. Overall, the stock carries a buy consensus with a mean price target of $260.77 across 22 analyst opinions.

About Welltower

Welltower Inc. is an S&P 500 company focused on seniors housing and healthcare infrastructure across the United States, United Kingdom, and Canada. The real estate investment trust manages a large portfolio of properties designed for aging adults, combining residential housing with care services.

Bottom Line

Investors will look toward the upcoming earnings report on October 26, 2026, to gauge ongoing operational results. Additional institutional filings will clarify how broader market participants manage their positions in the real estate sector.