Sumitomo Mitsui DS Asset Management Company 13F: Adds $2.9M to WELL Stake

Sumitomo Mitsui DS Asset Management Company increased its holdings in Welltower Inc. WELL by 4.4%, according to a Form 13F filing disclosed on October 20, 2026.

WELL Welltower Inc.

$238.08 ▲ +28.73% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Sumitomo Mitsui DS Asset Management Company's Welltower Inc. Position

The firm added 12,520 shares of the healthcare real estate investment trust during the period. That brought its total holdings to 295,818 shares. The stake was worth about $68,109,136 at the time of the filing, up from its previous count of 283,298 shares.

Other Institutional Activity in Welltower Inc.

Other large investors adjusted their positions in the senior housing operator around the same time. PFG Advisors entered the stock with a new stake of 6,534 shares worth about $1,504,388. Farallon Capital Management cut its holdings by 143,000 shares, ending with 200,000 shares valued at roughly $44,285,998. Capital International Investors grew its position by 3,682,087 shares to finish with 39,500,055 shares worth about $9,404,173,166. Cohen & Steers Inc. boosted its stake by 975,018 shares to hold 36,821,274 shares valued at roughly $8,766,408,981.

Welltower Inc. Stock Up 1.4%

The stock closed at $238.08 on October 20, 2026. Recent shares traded around that same level, remaining well above the 50-day moving average of $233.37 and the 200-day moving average of $216.33. Welltower has traded between a 52-week low of $173.13 and a 52-week high of $255.20.

Recent Earnings

Welltower reported $12,763,214,848 in trailing twelve month revenue and earnings of $2.23 per share. The company posted a net profit margin of 12.1% and a return on equity of 3.8%. Investors look ahead to the next earnings release scheduled for October 26, 2026.

Dividend

Welltower pays an annual dividend rate of $3.40 per share, giving investors a 1.46% dividend yield based on recent trading levels. The company's payout ratio sits at 132.7%.

Insider Buying and Selling at Welltower Inc.

Company insiders participated in open market transactions prior to the filing. Director Andrew Gundlach bought 20,000 shares on June 30, 2025, at $151.46 per share for a total value of $3,029,200. Gundlach later acquired another 10,000 shares on August 26, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on Welltower ahead of the filing. Scotiabank maintained a Sector Outperform rating with a $251 price target on September 2, 2026. Evercore ISI Group kept an Outperform rating while adjusting its target to $256 on September 21, 2026. JP Morgan upgraded the stock to Overweight with a $260 price target on September 24, 2026. Barclays maintained an Equal-Weight rating and set a $246 price target on October 13, 2026. Wells Fargo maintained an Overweight rating and lifted its target to $268 on October 19, 2026. Analysts hold a consensus buy recommendation on the stock with a mean price target of $260.77.

About Welltower Inc.

Welltower Inc. operates as a real estate investment trust focused on senior housing and healthcare infrastructure. The S&P 500 company owns outpatient medical properties and residential communities across the United States, United Kingdom, and Canada, connecting aging adults with specialized housing options.

Bottom Line

Institutional interest in Welltower remains active as the healthcare real estate provider heads into its upcoming earnings report on October 26, 2026. Market participants will watch to see if strong operational results continue to support the stock near its 52-week highs.