WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 149.71

Change

-1.09 (-0.72)%

Market Cap

USD 88.79B

Volume

2.35M

Analyst Target

USD 53.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-19 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

-0.11 (-0.16%)

USD 29.08B
DOC Healthpeak Properties Inc

+0.27 (+1.38%)

USD 13.70B
CTRE CareTrust REIT Inc.

-0.24 (-0.93%)

USD 5.04B
AHR American Healthcare REIT, Inc.

+0.22 (+0.80%)

USD 4.42B
NHI National Health Investors Inc

+0.09 (+0.13%)

USD 3.08B
LTC LTC Properties Inc

-0.27 (-0.77%)

USD 1.54B
CHCT Community Healthcare Trust Inc

+0.37 (+1.99%)

USD 0.56B
UHT Universal Health Realty Income..

+0.22 (+0.56%)

USD 0.54B
GMRE-PA Global Medical REIT Inc

+0.02 (+0.06%)

USD 0.41B
GMRE Global Medical REIT Inc

+0.01 (+0.12%)

N/A

ETFs Containing WELL

JPRE JPMorgan Realty Income ET.. 8.31 % 0.00 %

+0.31 (+0.21%)

USD 0.41B
XLRE The Real Estate Select Se.. 8.04 % 0.13 %

+0.29 (+0.21%)

USD 7.25B
XSGI:SW Xtrackers S&P Global Infr.. 7.49 % 0.00 %

-0.41 (0.21%)

USD 0.37B
RITA ETF Series Solutions - ET.. 7.33 % 0.00 %

+0.14 (+0.21%)

USD 6.86M
TRET:SW VanEck Global Real Estate.. 6.72 % 0.00 %

-0.45 (0.21%)

USD 0.29B
IUSP:SW iShares US Property Yield.. 6.32 % 0.00 %

+0.15 (+0.21%)

N/A
RMAX:CA Hamilton REITs YIELD MAXI.. 5.77 % 0.00 %

N/A

CAD 0.08B
GLRA:LSE SPDR® Dow Jones Global R.. 5.65 % 0.00 %

+0.08 (+0.21%)

USD 0.04B
IWDP:SW iShares Developed Markets.. 5.57 % 0.00 %

N/A

USD 1.24B
URE ProShares Ultra Real Esta.. 5.45 % 0.95 %

+0.97 (+0.21%)

USD 0.07B
REIT:AU VanEck FTSE International.. 5.39 % 0.00 %

-0.08 (0.21%)

USD 0.32B
GBRE:SW SPDR® Dow Jones Global R.. 5.31 % 0.00 %

-0.02 (0.21%)

USD 0.26B
GLRA:SW SPDR® Dow Jones Global R.. 5.31 % 0.00 %

-0.03 (0.21%)

USD 0.04B
DJRE:AU SPDR Dow Jones Global Rea.. 5.30 % 0.00 %

N/A

USD 0.43B
AVRE Avantis Real Estate ETF 5.17 % 0.00 %

+0.32 (+0.21%)

USD 0.55B
GLPR:AU Ishares Core Ftse Global .. 5.06 % 0.00 %

-0.08 (0.21%)

N/A
BLLD J.P. Morgan Exchange-Trad.. 4.98 % 0.00 %

+0.29 (+0.21%)

USD 0.02B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 4.97 % 0.00 %

N/A

N/A
DFAR Dimensional ETF Trust 4.96 % 0.00 %

+0.16 (+0.21%)

USD 1.27B
BYRE Principal Exchange-Traded.. 4.91 % 0.00 %

+0.21 (+0.21%)

USD 0.01B
R8T:XETRA 4.84 % 0.00 %

N/A

N/A
R8TA:XETRA 4.84 % 0.00 %

N/A

N/A
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.77 % 0.00 %

-0.01 (0.21%)

USD 0.05B
HPES:LSE HSBC FTSE EPRA NAREIT Dev.. 4.73 % 0.00 %

-0.01 (0.21%)

USD 0.02B
HPNS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.73 % 0.00 %

-0.01 (0.21%)

USD 0.06B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 4.61 % 0.00 %

+0.06 (+0.21%)

USD 0.05B
JRE Janus Henderson U.S. Real.. 4.55 % 0.00 %

+0.12 (+0.21%)

USD 0.03B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 4.44 % 0.00 %

+0.06 (+0.21%)

USD 1.11B
DFGR Dimensional ETF Trust - D.. 3.81 % 0.00 %

+0.18 (+0.21%)

N/A
H4Z7:XETRA 3.73 % 0.00 %

N/A

N/A
IDR:CA 3.57 % 1.42 %

N/A

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

-0.16 (0.21%)

N/A
RSPR Invesco S&P 500 Equal Wei.. 3.48 % 0.00 %

+0.16 (+0.21%)

USD 0.11B
RENT:AU 2.99 % 0.00 %

N/A

N/A
NBGR 2.72 % 0.00 %

N/A

N/A
VOT Vanguard Mid-Cap Growth I.. 2.09 % 0.07 %

-3.92 (0.21%)

USD 16.53B
ASRM:XETRA 2.07 % 0.00 %

N/A

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

+0.11 (+0.21%)

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

+0.06 (+0.21%)

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

+0.21 (+0.21%)

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

-0.51 (0.21%)

N/A
EWRE 0.00 % 0.40 %

N/A

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

+0.12 (+0.21%)

USD 1.02B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

+0.12 (+0.21%)

USD 0.17B
ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

+0.48 (+0.21%)

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 %

+0.13 (+0.21%)

USD 3.83B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

-0.12 (0.21%)

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

+0.81 (+0.21%)

USD 0.83B
ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

-0.62 (0.21%)

USD 0.16B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

+0.10 (+0.21%)

USD 0.06B
BDIV:CA Brompton Global Dividend .. 0.00 % 0.96 %

-0.18 (0.21%)

CAD 0.10B
HOMZ The Hoya Capital Housing .. 0.00 % 0.00 %

+0.04 (+0.21%)

USD 0.04B
ROOF 0.00 % 0.70 %

N/A

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

+0.30 (+0.21%)

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

+0.56 (+0.21%)

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

+0.16 (+0.21%)

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

-0.64 (0.21%)

N/A
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

+0.17 (+0.21%)

USD 2.85B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

+0.44 (+0.21%)

USD 35.55B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

-1.79 (0.21%)

N/A
WREI 0.00 % 0.32 %

N/A

N/A
BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

-0.07 (0.21%)

USD 0.33B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.04 (+0.21%)

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

+0.02 (+0.21%)

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

+0.12 (+0.21%)

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

+0.10 (+0.21%)

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

-1.25 (0.21%)

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

+0.10 (+0.21%)

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

+0.16 (+0.21%)

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

-0.50 (0.21%)

USD 0.66B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

+2.00 (+0.21%)

USD 1.25B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

-481.92 (0.21%)

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

-4.00 (0.21%)

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

-0.50 (0.21%)

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

+0.46 (+0.21%)

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

+12.50 (+0.21%)

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

+0.24 (+0.21%)

N/A
XSGI:LSE Xtrackers S&P Global Infr.. 0.00 % 0.00 %

-48.50 (0.21%)

USD 0.34B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

-0.36 (0.21%)

USD 0.31B
10AJ:F 0.00 % 0.00 %

N/A

N/A
H4ZL:F 0.00 % 0.00 %

N/A

N/A
IQQ6:F 0.00 % 0.00 %

N/A

N/A
IQQ7:F 0.00 % 0.00 %

N/A

N/A
IUSP:F 0.00 % 0.00 %

N/A

N/A
SPYJ:F 0.00 % 0.00 %

N/A

N/A
TRET:F 0.00 % 0.00 %

N/A

N/A
10AJ:XETRA 0.00 % 0.00 %

N/A

N/A
DX2E:XETRA 0.00 % 0.00 %

N/A

N/A
H4ZL:XETRA 0.00 % 0.00 %

N/A

N/A
IQQ6:XETRA 0.00 % 0.00 %

N/A

N/A
IQQ7:XETRA 0.00 % 0.00 %

N/A

N/A
IUSP:XETRA 0.00 % 0.00 %

N/A

N/A
SPYJ:XETRA 0.00 % 0.00 %

N/A

N/A
TRET:XETRA 0.00 % 0.00 %

N/A

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

-40.00 (0.21%)

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

-19.50 (0.21%)

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

-0.03 (0.21%)

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 0.00 % 0.00 %

N/A

N/A
TREG:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

-0.07 (0.21%)

USD 0.31B
TRET:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.21 (+0.21%)

USD 0.31B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

+0.17 (+0.21%)

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

+0.10 (+0.21%)

USD 0.06B
SPY2:F 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 18.79% 93% A 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.79% 93% A 94% A
Trailing 12 Months  
Capital Gain 58.84% 93% A 94% A
Dividend Return 2.72% 7% C- 43% F
Total Return 61.56% 93% A 94% A
Trailing 5 Years  
Capital Gain 71.86% 100% F 80% B-
Dividend Return 13.44% 15% F 44% F
Total Return 85.31% 100% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 22.50% 100% F 83% B
Dividend Return 25.79% 100% F 83% B
Total Return 3.30% 14% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 28.42% 36% F 38% F
Risk Adjusted Return 90.76% 93% A 91% A-
Market Capitalization 88.79B 100% F 98% 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.

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