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Welltower is preparing to release its Q3 earnings, with expectations of revenue and normalized FFO growth driven by senior housing demand. Higher interest expenses could weigh on the results.

The iShares U.S. Real Estate ETF sold $92.0 million of Welltower shares, adding $9.5 million in sales on October 21, and reduced all 58 of its positions.

Welltower matches the Minervini Trend Template, showing strong technicals and high-growth momentum, and is positioned near a breakout at its 52‑week high.

Welltower’s recent 15% dividend hike to $0.85 per quarter comes amid solid senior housing occupancy, rental growth, and ongoing portfolio recycling, reinforcing its operating efficiency focus.

Investors are watching Welltower as U.S. senior‑housing data shows rising occupancy, limited new building activity, and growing specialized‑care demand, while the stock’s year‑to‑date gain contrasts with a recent 90‑day decline.

Wall Street estimates for Welltower’s Q3 include top‑and‑bottom‑line projections and key metrics, offering insight into how the company might perform in the quarter ending September 2026.

Welltower delivered its 221st consecutive quarterly dividend and a 15% raise, but a single operating figure—occupancy near 89%—will decide if the streak continues.

The iShares Select U.S. REIT ETF sold Welltower and Equinix shares on October 16, liquidating $152.2 million across all 30 holdings without making any new purchases.