WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 149.17

Change

0.00 (0.00)%

Market Cap

USD 97.26B

Volume

2.18M

Analyst Target

USD 53.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care. Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors " our North Star.

Unadjusted Closing Price

Adjusted Closing Price

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Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-24 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

N/A

USD 28.94B
DOC Healthpeak Properties Inc

N/A

USD 11.70B
CTRE CareTrust REIT Inc.

N/A

USD 5.46B
AHR American Healthcare REIT, Inc.

N/A

USD 5.17B
NHI National Health Investors Inc

N/A

USD 3.54B
LTC LTC Properties Inc

N/A

USD 1.65B
UHT Universal Health Realty Income..

N/A

USD 0.53B
CHCT Community Healthcare Trust Inc

N/A

USD 0.45B
GMRE-PA Global Medical REIT Inc

N/A

USD 0.40B
GMRE Global Medical REIT Inc

N/A

N/A

ETFs Containing WELL

CSRE Cohen & Steers ETF Trust 12.13 % 0.00 %

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SPRE SP Funds S&P Global REIT .. 11.94 % 0.00 %

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USD 0.15B
JPRE JPMorgan Realty Income ET.. 8.89 % 0.00 %

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USD 0.41B
RITA ETF Series Solutions - ET.. 8.84 % 0.00 %

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USD 7.05M
TRET:F VanEck Vectors ETFs N.V. .. 8.10 % 0.00 %

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USD 0.28B
TRET:SW VanEck Global Real Estate.. 8.10 % 0.00 %

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USD 0.30B
FRI First Trust S&P REIT Inde.. 7.85 % 0.50 %

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USD 0.15B
REIT ALPS Active REIT ETF 7.26 % 0.00 %

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USD 0.04B
IYRI NEOS ETF Trust NEOS Real .. 6.85 % 0.00 %

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GLRA:LSE SPDR Dow Jones Global Rea.. 6.52 % 0.00 %

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USD 0.05B
GBRE:SW SPDR® Dow Jones Global R.. 6.50 % 0.00 %

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USD 0.26B
GLRA:SW SPDR® Dow Jones Global R.. 6.50 % 0.00 %

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USD 0.05B
URE ProShares Ultra Real Esta.. 6.45 % 0.95 %

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USD 0.06B
IUSP:SW iShares US Property Yield.. 6.32 % 0.00 %

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DRN Direxion Daily Real Estat.. 6.29 % 1.09 %

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USD 0.06B
REIT:AU VanEck FTSE International.. 6.17 % 0.00 %

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USD 0.32B
DJRE:AU SPDR Dow Jones Global Rea.. 5.97 % 0.00 %

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USD 0.43B
GLPR:AU Ishares Core Ftse Global .. 5.94 % 0.00 %

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REET iShares Global REIT ETF 5.85 % 0.14 %

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USD 3.81B
IWDP:SW iShares Developed Markets.. 5.59 % 0.00 %

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USD 1.17B
JRE Janus Henderson U.S. Real.. 5.52 % 0.00 %

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USD 0.02B
EPRA:PA Amundi Index Solutions - .. 5.35 % 0.00 %

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USD 0.31B
10AJ:F Amundi Index Solutions - .. 5.35 % 0.00 %

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USD 0.05B
10AJ:XETRA Amundi Index Solutions - .. 5.35 % 0.00 %

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USD 0.07B
AVRE Avantis Real Estate ETF 5.35 % 0.00 %

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USD 0.56B
BLLD 5.26 % 0.00 %

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HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 5.24 % 0.00 %

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USD 1.15B
RMAX:CA Hamilton REITs YIELD MAXI.. 5.14 % 0.00 %

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CAD 0.08B
HPRA:LSE HSBC FTSE EPRA NAREIT Dev.. 5.13 % 0.00 %

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USD 0.05B
HPES:LSE HSBC FTSE EPRA NAREIT Dev.. 4.99 % 0.00 %

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USD 0.02B
HPNS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.99 % 0.00 %

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USD 0.06B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 4.98 % 0.00 %

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USD 0.05B
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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BWTG Brendan Wood TopGun ETF 4.77 % 0.00 %

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USD 0.01B
FREL Fidelity® MSCI Real Esta.. 4.60 % 0.08 %

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USD 1.02B
DFAR Dimensional ETF Trust 4.59 % 0.00 %

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USD 1.30B
CGR:CA iShares Global Real Estat.. 4.22 % 0.71 %

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CAD 0.21B
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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MREL:CA Middlefield Real Estate D.. 3.73 % 0.00 %

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CAD 0.11B
IDR:CA 3.57 % 1.42 %

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BAMV Brookstone Value Stock ET.. 3.53 % 0.00 %

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RSPR Invesco S&P 500 Equal Wei.. 3.33 % 0.00 %

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USD 0.11B
RENT:AU 2.99 % 0.00 %

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AGNG Global X Aging Population.. 2.98 % 0.00 %

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USD 0.06B
NBGR 2.72 % 0.00 %

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

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USRI:PA AMUNDI MSCI USA SRI Clima.. 2.06 % 0.00 %

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USD 0.97B
IQRA IndexIQ Active ETF Trust 1.99 % 0.00 %

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HOMZ The Hoya Capital Housing .. 1.84 % 0.00 %

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USD 0.03B
GENDES:SW UBS (Irl) ETF plc - Globa.. 1.21 % 0.00 %

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USD 0.04B
GENDET:SW UBS (Irl) ETF plc - Globa.. 1.21 % 0.00 %

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USD 5.45M
ELLE:PA Lyxor Global Gender Equal.. 0.85 % 0.00 %

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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 0.81B
PPTY U.S. Diversified Real Est.. 0.00 % 0.53 %

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USD 0.04B
BDIV:CA Brompton Global Dividend .. 0.00 % 0.96 %

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CAD 0.09B
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 2.91B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

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USD 33.45B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

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WREI 0.00 % 0.32 %

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XLRE The Real Estate Select Se.. 0.00 % 0.13 %

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USD 7.16B
BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

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USD 0.32B
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 1.17B
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
BREA:CA Brompton Sustainable Real.. 0.00 % 0.00 %

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CAD 0.03B
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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SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

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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 18.36% 93% A 92% A
Dividend Return 1.06% 23% F 43% F
Total Return 19.42% 93% A 93% A
Trailing 12 Months  
Capital Gain 47.88% 93% A 95% A
Dividend Return 2.66% 13% F 50% F
Total Return 50.54% 93% A 95% A
Trailing 5 Years  
Capital Gain 211.94% 100% F 90% A-
Dividend Return 26.01% 31% F 65% D
Total Return 237.95% 100% F 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 23.26% 100% F 87% B+
Dividend Return 26.41% 100% F 87% B+
Total Return 3.14% 20% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 27.66% 33% F 34% F
Risk Adjusted Return 95.47% 93% A 93% A
Market Capitalization 97.26B 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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.