WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 127.67

Change

+0.21 (+0.16)%

Market Cap

USD 79.04B

Volume

2.73M

Analyst Target

USD 53.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Welltower Inc. (NYSE:WELL), a real estate investment trust (REIT) and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

-0.22 (-0.34%)

USD 26.84B
DOC Healthpeak Properties Inc

+0.18 (+0.82%)

USD 15.67B
CTRE CareTrust REIT Inc.

-0.06 (-0.19%)

USD 4.79B
NHI National Health Investors Inc

+0.41 (+0.48%)

USD 3.63B
AHR American Healthcare REIT, Inc.

+0.22 (+0.90%)

USD 3.23B
LTC LTC Properties Inc

+0.04 (+0.11%)

USD 1.64B
UHT Universal Health Realty Income..

+0.20 (+0.43%)

USD 0.64B
CHCT Community Healthcare Trust Inc

-0.11 (-0.63%)

USD 0.46B
GMRE-PA Global Medical REIT Inc

-0.32 (-1.23%)

USD 0.41B
GMRE Global Medical REIT Inc

-0.01 (-0.10%)

N/A

ETFs Containing WELL

REZ iShares Residential and M.. 15.29 % 0.48 %

+0.03 (+-1.02%)

USD 1.04B
RITA ETF Series Solutions - ET.. 9.13 % 0.00 %

-0.07 (-1.02%)

USD 7.37M
JRE Janus Henderson U.S. Real.. 7.73 % 0.00 %

-0.17 (-1.02%)

USD 0.03B
JPRE JPMorgan Realty Income ET.. 7.27 % 0.00 %

-0.18 (-1.02%)

USD 0.38B
IUSP:XETRA iShares US Property Yield.. 6.95 % 0.00 %

+0.21 (+-1.02%)

USD 4.31B
IUSP:LSE iShares US Property Yield.. 6.74 % 0.00 %

-19.00 (-1.02%)

USD 0.68B
IQQ7:XETRA iShares US Property Yield.. 6.74 % 0.00 %

-0.09 (-1.02%)

USD 0.53B
IUSP:SW iShares US Property Yield.. 6.32 % 0.00 %

-0.06 (-1.02%)

N/A
FRI First Trust S&P REIT Inde.. 6.31 % 0.50 %

N/A

USD 0.20B
USRT iShares Core U.S. REIT ET.. 6.17 % 0.08 %

-0.12 (-1.02%)

USD 2.88B
TGRE:CA TD Active Global Real Est.. 5.95 % 0.00 %

-0.01 (-1.02%)

CAD 0.07B
TREG:LSE VanEck Vectors ETFs N.V. .. 5.83 % 0.00 %

-0.35 (-1.02%)

USD 0.30B
TRET:LSE VanEck Vectors ETFs N.V. .. 5.83 % 0.00 %

-0.35 (-1.02%)

USD 0.30B
TRET:XETRA VanEck Vectors ETFs N.V. .. 5.51 % 0.00 %

-0.30 (-1.02%)

USD 0.28B
TRET:SW VanEck Global Real Estate.. 5.51 % 0.00 %

-0.39 (-1.02%)

USD 0.30B
TRET:F VanEck Vectors ETFs N.V. .. 5.41 % 0.00 %

-0.25 (-1.02%)

USD 0.28B
DFAR Dimensional ETF Trust 4.97 % 0.00 %

-0.07 (-1.02%)

USD 1.20B
BYRE Principal Exchange-Traded.. 4.84 % 0.00 %

-0.10 (-1.02%)

USD 0.01B
2515:TSE NEXT FUNDS International .. 4.76 % 0.00 %

-0.50 (-1.02%)

USD 21.19B
CGR:CA iShares Global Real Estat.. 4.66 % 0.71 %

-0.07 (-1.02%)

CAD 0.21B
SPYJ:XETRA SPDR® Dow Jones Global R.. 4.66 % 0.00 %

-0.19 (-1.02%)

USD 0.27B
SPY2:XETRA SPDR® Dow Jones Global R.. 4.66 % 0.00 %

-0.10 (-1.02%)

USD 0.27B
SPY2:F SSgA SPDR ETFs Europe I P.. 4.66 % 0.00 %

-0.16 (-1.02%)

USD 0.27B
GLRA:LSE SPDR® Dow Jones Global R.. 4.66 % 0.00 %

-0.19 (-1.02%)

USD 0.04B
GBRE:SW SPDR® Dow Jones Global R.. 4.66 % 0.00 %

-0.19 (-1.02%)

USD 0.28B
GLRA:SW SPDR® Dow Jones Global R.. 4.66 % 0.00 %

-0.14 (-1.02%)

USD 0.04B
REIT ALPS Active REIT ETF 4.64 % 0.00 %

+0.01 (+-1.02%)

USD 0.04B
FREL Fidelity® MSCI Real Esta.. 4.56 % 0.08 %

-0.04 (-1.02%)

USD 1.08B
IQQ6:XETRA iShares Developed Markets.. 4.54 % 0.00 %

-0.12 (-1.02%)

USD 1.16B
IWDP:LSE iShares Developed Markets.. 4.52 % 0.00 %

-18.75 (-1.02%)

USD 1.25B
DJRE:AU SPDR Dow Jones Global Rea.. 4.40 % 0.00 %

-0.24 (-1.02%)

USD 0.43B
GLPR:AU Ishares Core Ftse Global .. 4.35 % 0.00 %

-0.26 (-1.02%)

N/A
IWDP:SW iShares Developed Markets.. 4.33 % 0.00 %

-0.10 (-1.02%)

USD 1.24B
AVRE Avantis Real Estate ETF 4.29 % 0.00 %

-0.24 (-1.02%)

USD 0.54B
REIT:AU VanEck FTSE International.. 4.27 % 0.00 %

-0.14 (-1.02%)

USD 0.32B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.04 % 0.00 %

-0.22 (-1.02%)

USD 0.04B
VNQ Vanguard Real Estate Inde.. 4.00 % 0.12 %

-0.12 (-1.02%)

USD 38.76B
R8T:XETRA abrdn Global Real Estate .. 3.98 % 0.00 %

-0.04 (-1.02%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.98 % 0.00 %

-0.06 (-1.02%)

USD 0.01B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.86 % 0.00 %

-0.18 (-1.02%)

USD 0.92B
DRN Direxion Daily Real Estat.. 3.85 % 1.09 %

-0.12 (-1.02%)

USD 0.12B
DFGR Dimensional ETF Trust - D.. 3.81 % 0.00 %

-0.09 (-1.02%)

N/A
EPRA:PA Amundi Index Solutions - .. 3.80 % 0.00 %

-0.27 (-1.02%)

USD 0.27B
10AJ:F Amundi Index Solutions - .. 3.80 % 0.00 %

-0.44 (-1.02%)

N/A
10AJ:XETRA Amundi Index Solutions - .. 3.80 % 0.00 %

-0.32 (-1.02%)

USD 0.07B
AGNG Global X Aging Population.. 3.73 % 0.00 %

-0.02 (-1.02%)

USD 0.06B
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.73 % 0.00 %

-0.16 (-1.02%)

N/A
IDR:CA 3.57 % 1.42 %

N/A

N/A
BLLD J.P. Morgan Exchange-Trad.. 3.54 % 0.00 %

-0.25 (-1.02%)

USD 0.02B
BAMV 3.53 % 0.00 %

N/A

N/A
QRET:CA Mackenzie Developed Marke.. 3.31 % 0.00 %

N/A

CAD 0.01B
BDIV:CA Brompton Global Dividend .. 3.02 % 0.96 %

N/A

CAD 0.09B
RENT:AU 2.99 % 0.00 %

N/A

N/A
RJMG First Trust Exchange-Trad.. 2.85 % 0.00 %

-0.01 (-1.02%)

USD 6.56M
DDIV First Trust RBA Quality I.. 2.83 % 0.69 %

-0.05 (-1.02%)

USD 0.06B
NBGR Neuberger Berman ETF Trus.. 2.72 % 0.00 %

-0.09 (-1.02%)

N/A
PPTY U.S. Diversified Real Est.. 2.59 % 0.53 %

-0.02 (-1.02%)

USD 0.14B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 2.15 % 0.00 %

-0.07 (-1.02%)

N/A
ASRM:XETRA BNP Paribas Easy FTSE EPR.. 2.07 % 0.00 %

-0.06 (-1.02%)

N/A
IQRA IndexIQ Active ETF Trust 1.99 % 0.00 %

-0.10 (-1.02%)

N/A
HOMZ The Hoya Capital Housing .. 1.64 % 0.00 %

+0.02 (+-1.02%)

USD 0.05B
EQUL IndexIQ ETF Trust - IQ En.. 1.52 % 0.00 %

+0.07 (+-1.02%)

USD 7.19M
JOET Virtus ETF Trust II 0.90 % 0.00 %

-0.10 (-1.02%)

USD 0.11B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

+0.21 (+-1.02%)

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
ICF 0.00 % 0.34 %

N/A

N/A
LNGR 0.00 % 0.50 %

N/A

N/A
LRET 0.00 % 0.00 %

N/A

N/A
REET iShares Global REIT ETF 0.00 % 0.14 %

-0.08 (-1.02%)

USD 4.10B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

+0.04 (+-1.02%)

N/A
ROOF IQ U.S. Real Estate Small.. 0.00 % 0.70 %

-0.11 (-1.02%)

USD 0.15B
RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

-0.22 (-1.02%)

N/A
RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

-0.03 (-1.02%)

N/A
SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

-0.05 (-1.02%)

N/A
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

+0.06 (+-1.02%)

N/A
URE ProShares Ultra Real Esta.. 0.00 % 0.95 %

-0.33 (-1.02%)

USD 0.09B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

-0.86 (-1.02%)

N/A
VOT Vanguard Mid-Cap Growth I.. 0.00 % 0.07 %

-0.54 (-1.02%)

USD 13.54B
WREI 0.00 % 0.32 %

N/A

N/A
XLRE The Real Estate Select Se.. 0.00 % 0.13 %

-0.13 (-1.02%)

USD 8.00B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.04 (-1.02%)

N/A
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.03 (-1.02%)

N/A
GLRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

-0.27 (-1.02%)

N/A
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

-0.13 (-1.02%)

N/A
HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

-15.50 (-1.02%)

N/A
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

-0.18 (-1.02%)

N/A
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.14 (-1.02%)

N/A
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.03 (-1.02%)

N/A
EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

-58.00 (-1.02%)

N/A
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

-28.50 (-1.02%)

N/A
XMAD:LSE Xtrackers - MSCI EM Asia .. 0.00 % 0.00 %

-0.33 (-1.02%)

N/A
XMAS:LSE Xtrackers MSCI EM Asia ES.. 0.00 % 0.00 %

-38.50 (-1.02%)

N/A
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.08 (+-1.02%)

N/A
H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

N/A

N/A
IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

-0.12 (-1.02%)

N/A
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

-0.14 (-1.02%)

N/A
IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

+0.18 (+-1.02%)

N/A
SPYJ:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

-0.21 (-1.02%)

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

-5.00 (-1.02%)

USD 10.28B
FCMO:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Healthcare Facilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 41.59% 86% B+ 95% A
Dividend Return 2.10% 14% F 45% F
Total Return 43.68% 79% B- 95% A
Trailing 12 Months  
Capital Gain 49.74% 71% C- 92% A
Dividend Return 2.93% 7% C- 44% F
Total Return 52.67% 71% C- 92% A
Trailing 5 Years  
Capital Gain 43.77% 100% F 69% C-
Dividend Return 14.39% 23% F 53% F
Total Return 58.16% 100% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 14.08% 100% F 77% C+
Dividend Return 17.50% 100% F 79% B-
Total Return 3.42% 14% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 30.62% 14% F 33% F
Risk Adjusted Return 57.15% 93% A 75% C
Market Capitalization 79.04B 100% F 97% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector