WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 147.84

Change

0.00 (0.00)%

Market Cap

USD 94.56B

Volume

2.54M

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 healthcare 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 healthcare 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: 2025-03-15 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

N/A

USD 29.24B
DOC Healthpeak Properties Inc

N/A

USD 14.30B
CTRE CareTrust REIT Inc.

N/A

USD 4.68B
AHR American Healthcare REIT, Inc.

N/A

USD 4.18B
NHI National Health Investors Inc

N/A

USD 3.43B
LTC LTC Properties Inc

N/A

USD 1.64B
CHCT Community Healthcare Trust Inc

N/A

USD 0.56B
UHT Universal Health Realty Income..

N/A

USD 0.54B
GMRE-PA Global Medical REIT Inc

N/A

USD 0.41B
GMRE Global Medical REIT Inc

N/A

N/A

ETFs Containing WELL

JPRE JPMorgan Realty Income ET.. 8.78 % 0.00 %

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USD 0.41B
XLRE The Real Estate Select Se.. 8.19 % 0.13 %

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USD 7.21B
RITA ETF Series Solutions - ET.. 7.73 % 0.00 %

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USD 6.78M
XSGI:SW Xtrackers S&P Global Infr.. 7.49 % 0.00 %

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USD 0.37B
FRI First Trust S&P REIT Inde.. 7.33 % 0.50 %

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USD 0.16B
TRET:F VanEck Vectors ETFs N.V. .. 7.05 % 0.00 %

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USD 0.28B
TRET:SW VanEck Global Real Estate.. 7.05 % 0.00 %

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USD 0.31B
IUSP:SW iShares US Property Yield.. 6.32 % 0.00 %

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REIT ALPS Active REIT ETF 6.10 % 0.00 %

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USD 0.05B
REET iShares Global REIT ETF 5.86 % 0.14 %

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USD 3.69B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.77 % 0.00 %

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CAD 0.08B
URE ProShares Ultra Real Esta.. 5.69 % 0.95 %

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USD 0.06B
GLRA:LSE SPDR Dow Jones Global Rea.. 5.65 % 0.00 %

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USD 0.04B
GBRE:SW SPDR® Dow Jones Global R.. 5.65 % 0.00 %

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USD 0.27B
GLRA:SW SPDR® Dow Jones Global R.. 5.65 % 0.00 %

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

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USD 1.24B
AVRE Avantis Real Estate ETF 5.47 % 0.00 %

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USD 0.56B
DRN Direxion Daily Real Estat.. 5.46 % 1.09 %

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USD 0.07B
REIT:AU VanEck FTSE International.. 5.41 % 0.00 %

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USD 0.32B
GLPR:AU Ishares Core Ftse Global .. 5.39 % 0.00 %

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BYRE Principal Exchange-Traded.. 5.30 % 0.00 %

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USD 0.01B
DJRE:AU SPDR Dow Jones Global Rea.. 5.30 % 0.00 %

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USD 0.43B
EPRA:PA Amundi Index Solutions - .. 5.27 % 0.00 %

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USD 0.32B
10AJ:XETRA Amundi Index Solutions - .. 5.27 % 0.00 %

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USD 0.07B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 5.25 % 0.00 %

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USD 0.05B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 5.15 % 0.00 %

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USD 0.05B
HPES:LSE HSBC FTSE EPRA NAREIT Dev.. 5.14 % 0.00 %

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USD 0.02B
HPNS:LSE HSBC FTSE EPRA NAREIT Dev.. 5.14 % 0.00 %

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USD 0.06B
BLLD J.P. Morgan Exchange-Trad.. 5.00 % 0.00 %

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

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R8T:XETRA abrdn Global Real Estate .. 4.84 % 0.00 %

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R8TA:XETRA abrdn Global Real Estate .. 4.84 % 0.00 %

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10AJ:F Amundi Index Solutions - .. 4.75 % 0.00 %

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USD 0.06B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 4.75 % 0.00 %

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USD 1.17B
JRE Janus Henderson U.S. Real.. 4.73 % 0.00 %

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USD 0.03B
DFAR Dimensional ETF Trust 4.58 % 0.00 %

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USD 1.31B
BWTG Brendan Wood TopGun ETF 4.53 % 0.00 %

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USD 0.01B
FREL Fidelity® MSCI Real Esta.. 4.49 % 0.08 %

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USD 0.98B
AGNG Global X Aging Population.. 4.46 % 0.00 %

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USD 0.06B
CGR:CA iShares Global Real Estat.. 4.24 % 0.71 %

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CAD 0.22B
RSPR Invesco S&P 500 Equal Wei.. 3.87 % 0.00 %

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

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

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IDR:CA 3.57 % 1.42 %

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BAMV Brookstone Value Stock ET.. 3.53 % 0.00 %

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MREL:CA Middlefield Real Estate D.. 3.30 % 0.00 %

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CAD 0.11B
RJMG First Trust Exchange-Trad.. 3.01 % 0.00 %

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USD 0.01B
RENT:AU 2.99 % 0.00 %

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NBGR 2.72 % 0.00 %

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VOT Vanguard Mid-Cap Growth I.. 2.13 % 0.07 %

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USD 14.48B
ASRM:XETRA BNP Paribas Easy FTSE EPR.. 2.07 % 0.00 %

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IQRA IndexIQ Active ETF Trust 1.99 % 0.00 %

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USRI:PA AMUNDI MSCI USA SRI Clima.. 1.94 % 0.00 %

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USD 1.07B
HOMZ The Hoya Capital Housing .. 1.78 % 0.00 %

N/A

USD 0.04B
ENG:PA BNP Paribas EASY ECPI Glo.. 1.15 % 0.00 %

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USD 0.26B
DRV Direxion Daily Real Estat.. 0.00 % 0.99 %

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EWRE 0.00 % 0.40 %

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ICF iShares Cohen & Steers RE.. 0.00 % 0.34 %

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USD 3.24B
LNGR 0.00 % 0.50 %

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LRET 0.00 % 0.00 %

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REK ProShares Short Real Esta.. 0.00 % 0.95 %

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REZ iShares Residential and M.. 0.00 % 0.48 %

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USD 0.86B
ULVM VictoryShares US Value Mo.. 0.00 % 0.20 %

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USD 0.15B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

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USD 0.06B
DVOL First Trust Dorsey Wright.. 0.00 % 0.60 %

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

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CAD 0.10B
ROOF 0.00 % 0.70 %

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RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

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RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

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SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

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SRS ProShares UltraShort Real.. 0.00 % 0.95 %

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USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

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USD 2.88B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

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USD 35.58B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

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WREI 0.00 % 0.32 %

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BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

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USD 0.31B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

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DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

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

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HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

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HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

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IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

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IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

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IUSP:LSE iShares US Property Yield.. 0.00 % 0.00 %

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

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

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EPRA:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

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

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XMAD:LSE Xtrackers - MSCI EM Asia .. 0.00 % 0.00 %

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XMAS:LSE Xtrackers MSCI EM Asia ES.. 0.00 % 0.00 %

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

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H4ZL:F HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

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IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

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IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

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IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

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

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H4ZL:XETRA HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

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IQQ6:XETRA iShares Developed Markets.. 0.00 % 0.00 %

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IQQ7:XETRA iShares US Property Yield.. 0.00 % 0.00 %

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IUSP:XETRA iShares US Property Yield.. 0.00 % 0.00 %

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

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TRET:XETRA VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

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1659:TSE iShares US REIT ETF 0.00 % 0.00 %

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

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

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CAD 0.07B
FCMO:CA 0.00 % 0.00 %

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QRET:CA Mackenzie Developed Marke.. 0.00 % 0.00 %

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

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

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

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USD 0.31B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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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 17.31% 87% B+ 95% A
Dividend Return 0.53% 14% F 29% F
Total Return 17.84% 87% B+ 95% A
Trailing 12 Months  
Capital Gain 61.84% 93% A 96% N/A
Dividend Return 2.87% 7% C- 47% F
Total Return 64.71% 93% A 96% N/A
Trailing 5 Years  
Capital Gain 281.33% 100% F 91% A-
Dividend Return 31.93% 15% F 71% C-
Total Return 313.26% 100% F 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 23.56% 100% F 83% B
Dividend Return 26.84% 100% F 84% B
Total Return 3.28% 14% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 28.45% 36% F 37% F
Risk Adjusted Return 94.32% 93% A 93% A
Market Capitalization 94.56B 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 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.