WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 124.92

Change

-0.08 (-0.06)%

Market Cap

USD 77.61B

Volume

1.26M

Analyst Target

USD 53.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

-0.93 (-1.58%)

USD 24.65B
DOC Healthpeak Properties Inc

-0.11 (-0.54%)

USD 14.07B
CTRE CareTrust REIT Inc.

-0.53 (-1.96%)

USD 5.07B
AHR American Healthcare REIT, Inc.

-0.67 (-2.36%)

USD 4.36B
NHI National Health Investors Inc

-0.92 (-1.33%)

USD 3.17B
LTC LTC Properties Inc

-0.52 (-1.51%)

USD 1.59B
CHCT Community Healthcare Trust Inc

-0.33 (-1.72%)

USD 0.52B
UHT Universal Health Realty Income..

-0.71 (-1.91%)

USD 0.51B
GMRE-PA Global Medical REIT Inc

N/A

USD 0.40B
GMRE Global Medical REIT Inc

-0.13 (-1.68%)

N/A

ETFs Containing WELL

JRE Janus Henderson U.S. Real.. 7.98 % 0.00 %

-0.22 (0.37%)

USD 0.03B
JPRE JPMorgan Realty Income ET.. 6.91 % 0.00 %

-0.50 (0.37%)

USD 0.38B
IUSP:LSE iShares US Property Yield.. 6.83 % 0.00 %

+46.25 (+0.37%)

USD 0.65B
TRET:SW VanEck Global Real Estate.. 6.80 % 0.00 %

N/A

USD 0.28B
RITA ETF Series Solutions - ET.. 6.74 % 0.00 %

-0.18 (0.37%)

USD 6.98M
IUSP:SW iShares US Property Yield.. 6.32 % 0.00 %

N/A

N/A
RMAX:CA Hamilton REITs YIELD MAXI.. 5.81 % 0.00 %

N/A

CAD 0.07B
SPY2:F SSgA SPDR ETFs Europe I P.. 5.30 % 0.00 %

+0.20 (+0.37%)

USD 0.27B
GLRA:LSE SPDR® Dow Jones Global R.. 5.30 % 0.00 %

+0.10 (+0.37%)

USD 0.40M
GBRE:SW SPDR® Dow Jones Global R.. 5.30 % 0.00 %

N/A

USD 0.26B
GLRA:SW SPDR® Dow Jones Global R.. 5.30 % 0.00 %

N/A

USD 0.04B
REIT:AU VanEck FTSE International.. 5.10 % 0.00 %

+0.04 (+0.37%)

USD 0.32B
GLPR:AU Ishares Core Ftse Global .. 5.06 % 0.00 %

+0.28 (+0.37%)

N/A
GRCTB:PA BNP Paribas Easy FTSE EPR.. 4.97 % 0.00 %

N/A

N/A
BYRE Principal Exchange-Traded.. 4.95 % 0.00 %

-0.30 (0.37%)

USD 0.01B
R8T:XETRA abrdn Global Real Estate .. 4.91 % 0.00 %

+0.23 (+0.37%)

USD 0.08B
R8TA:XETRA abrdn Global Real Estate .. 4.91 % 0.00 %

+0.04 (+0.37%)

USD 0.08B
AVRE Avantis Real Estate ETF 4.76 % 0.00 %

-0.33 (0.37%)

USD 0.52B
IWDP:LSE iShares Developed Markets.. 4.75 % 0.00 %

+28.75 (+0.37%)

USD 1.32B
IWDP:SW iShares Developed Markets.. 4.74 % 0.00 %

N/A

USD 1.31B
DJRE:AU SPDR Dow Jones Global Rea.. 4.62 % 0.00 %

+0.20 (+0.37%)

USD 0.43B
DFAR Dimensional ETF Trust 4.55 % 0.00 %

-0.21 (0.37%)

USD 1.24B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 4.48 % 0.00 %

N/A

USD 1.08B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 4.45 % 0.00 %

+0.09 (+0.37%)

USD 0.04B
HPES:LSE HSBC FTSE EPRA NAREIT Dev.. 4.39 % 0.00 %

+0.12 (+0.37%)

USD 0.02B
HPNS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.39 % 0.00 %

+0.12 (+0.37%)

USD 0.06B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.39 % 0.00 %

+0.35 (+0.37%)

USD 0.05B
BLLD J.P. Morgan Exchange-Trad.. 4.36 % 0.00 %

-0.06 (0.37%)

USD 0.02B
DFGR Dimensional ETF Trust - D.. 3.81 % 0.00 %

-0.15 (0.37%)

N/A
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.73 % 0.00 %

+0.52 (+0.37%)

N/A
IDR:CA 3.57 % 1.42 %

N/A

N/A
BAMV Brookstone Value Stock ET.. 3.53 % 0.00 %

-0.12 (0.37%)

N/A
RSPR Invesco S&P 500 Equal Wei.. 3.29 % 0.00 %

-0.37 (0.37%)

USD 0.11B
RENT:AU 2.99 % 0.00 %

N/A

N/A
NBGR Neuberger Berman ETF Trus.. 2.72 % 0.00 %

-0.01 (0.37%)

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

N/A

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

-0.06 (0.37%)

N/A
ENGUS:PA BNP Paribas Easy ECPI Glo.. 1.23 % 0.00 %

+0.04 (+0.37%)

N/A
CGR:CA iShares Global Real Estat.. 0.00 % 0.71 %

-0.12 (0.37%)

CAD 0.21B
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

-0.27 (0.37%)

USD 0.07B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

+0.87 (+0.37%)

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
FREL Fidelity® MSCI Real Esta.. 0.00 % 0.08 %

-0.25 (0.37%)

USD 0.99B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

-0.23 (0.37%)

USD 0.18B
ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

-0.61 (0.37%)

USD 3.24B
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 %

-0.17 (0.37%)

USD 3.66B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

+0.21 (+0.37%)

N/A
REZ iShares Residential and M.. 0.00 % 0.48 %

-0.84 (0.37%)

USD 1.07B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

-0.22 (0.37%)

USD 0.08B
BDIV:CA Brompton Global Dividend .. 0.00 % 0.96 %

-0.06 (0.37%)

CAD 0.09B
ROOF 0.00 % 0.70 %

N/A

N/A
RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

-0.34 (0.37%)

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

-0.90 (0.37%)

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

-0.20 (0.37%)

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

+1.10 (+0.37%)

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

-1.16 (0.37%)

USD 0.07B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

-0.52 (0.37%)

USD 2.77B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

-0.79 (0.37%)

USD 34.26B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

-0.39 (0.37%)

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

+1.04 (+0.37%)

USD 15.74B
WREI 0.00 % 0.32 %

N/A

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

-0.38 (0.37%)

USD 7.02B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.02 (+0.37%)

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

+0.03 (+0.37%)

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

+0.13 (+0.37%)

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

+0.08 (+0.37%)

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

+30.75 (+0.37%)

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

+0.22 (+0.37%)

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

+0.05 (+0.37%)

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

+0.02 (+0.37%)

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

+94.00 (+0.37%)

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

+45.50 (+0.37%)

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

-0.42 (0.37%)

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

+27.00 (+0.37%)

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

-0.24 (0.37%)

N/A
ENG:PA BNP Paribas EASY ECPI Glo.. 0.00 % 0.00 %

+0.97 (+0.37%)

USD 0.22B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.94 (+0.37%)

USD 0.29B
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

+0.69 (+0.37%)

USD 0.06B
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 %

N/A

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

+0.37 (+0.37%)

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

+0.47 (+0.37%)

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

N/A

N/A
TRET:F VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.57 (+0.37%)

USD 0.28B
XU61:F BNP Paribas Easy SICAV - .. 0.00 % 0.00 %

+0.30 (+0.37%)

USD 0.24B
10AJ:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+1.33 (+0.37%)

USD 0.07B
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.00 %

+0.53 (+0.37%)

USD 1.16B
IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.00 %

+0.79 (+0.37%)

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

+0.60 (+0.37%)

USD 4.31B
SPYJ:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.86 (+0.37%)

USD 0.27B
TRET:XETRA VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.89 (+0.37%)

USD 0.28B
XU61:XETRA BNP Paribas EASY ECPI Glo.. 0.00 % 0.00 %

+1.54 (+0.37%)

USD 0.27B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

N/A

USD 10.28B
2515:TSE NEXT FUNDS International .. 0.00 % 0.00 %

N/A

USD 21.19B
TGRE:CA TD Active Global Real Est.. 0.00 % 0.00 %

-0.23 (0.37%)

CAD 0.07B
FCMO:CA 0.00 % 0.00 %

N/A

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

N/A

CAD 0.01B
SPY2:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.45 (+0.37%)

USD 0.27B
TREG:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.73 (+0.37%)

USD 0.27B
TRET:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.12 (+0.37%)

USD 0.27B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

-0.12 (0.37%)

USD 0.04B
AGNG Global X Aging Population.. 0.00 % 0.00 %

-0.20 (0.37%)

USD 0.06B

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 38.54% 89% A- 91% A-
Dividend Return 2.84% 11% F 43% F
Total Return 41.38% 82% B 91% A-
Trailing 12 Months  
Capital Gain 38.54% 89% A- 91% A-
Dividend Return 2.84% 11% F 43% F
Total Return 41.38% 82% B 91% A-
Trailing 5 Years  
Capital Gain 52.75% 96% N/A 76% C+
Dividend Return 15.38% 12% F 52% F
Total Return 68.13% 96% N/A 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 19.94% 100% F 81% B-
Dividend Return 23.24% 100% F 81% B-
Total Return 3.31% 14% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 29.21% 29% F 37% F
Risk Adjusted Return 79.58% 93% A 88% B+
Market Capitalization 77.61B 95% A 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 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