WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 92.8

Change

+1.79 (+1.97)%

Market Cap

USD 52.38B

Volume

3.08M

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: 2024-03-27 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

+0.64 (+1.48%)

USD 17.31B
DOC Healthpeak Properties Inc

+0.46 (+2.51%)

USD 12.76B
OHI Omega Healthcare Investors Inc

+0.19 (+0.61%)

USD 7.67B
HR Healthcare Realty Trust Incorp..

+0.11 (+0.78%)

USD 5.39B
CTRE CareTrust REIT Inc.

+0.36 (+1.50%)

USD 3.24B
NHI National Health Investors Inc

+0.28 (+0.45%)

USD 2.54B
MPW Medical Properties Trust Inc

-0.05 (-1.10%)

USD 2.43B
AHR American Healthcare REIT Inc

-0.01 (-0.07%)

USD 1.64B
LTC LTC Properties Inc

+0.38 (+1.18%)

USD 1.38B
CHCT Community Healthcare Trust Inc

+0.68 (+2.65%)

USD 0.71B

ETFs Containing WELL

JRE Janus Henderson U.S. Real.. 8.03 % 0.00 %

+0.01 (+0.60%)

USD 3.10M
RITA ETF Series Solutions - ET.. 7.96 % 0.00 %

+0.03 (+0.60%)

USD 6.17M
JPRE JPMorgan Realty Income ET.. 6.66 % 0.00 %

+0.05 (+0.60%)

USD 0.31B
IUSP:SW iShares US Property Yield.. 5.51 % 0.00 %

+0.34 (+0.60%)

N/A
BYRE Principal Exchange-Traded.. 4.81 % 0.00 %

+0.07 (+0.60%)

USD 8.60M
DFAR Dimensional ETF Trust 4.61 % 0.00 %

-0.02 (0.60%)

USD 0.91B
TRET:SW VanEck Global Real Estate.. 4.54 % 0.00 %

+0.23 (+0.60%)

USD 0.28B
IYR iShares U.S. Real Estate .. 4.46 % 0.42 %

+0.13 (+0.60%)

USD 3.59B
REIT ALPS Active REIT ETF 4.14 % 0.00 %

+0.02 (+0.60%)

USD 0.02B
CGR:CA iShares Global Real Estat.. 4.09 % 0.71 %

+0.07 (+0.60%)

CAD 0.18B
FREL Fidelity® MSCI Real Esta.. 3.98 % 0.08 %

+0.01 (+0.60%)

USD 0.88B
GLRA:LSE SPDR® Dow Jones Global R.. 3.84 % 0.00 %

+0.13 (+0.60%)

USD 0.27B
GBRE:SW SPDR® Dow Jones Global R.. 3.84 % 0.00 %

+0.16 (+0.60%)

USD 0.27B
GLRA:SW SPDR® Dow Jones Global R.. 3.84 % 0.00 %

+0.20 (+0.60%)

USD 0.27B
AGNG Global X Aging Population.. 3.75 % 0.00 %

-0.11 (0.60%)

USD 0.06B
DJRE:AU SPDR Dow Jones Global Rea.. 3.68 % 0.00 %

-0.23 (0.60%)

USD 0.43B
REIT:AU VanEck FTSE International.. 3.63 % 0.00 %

-0.16 (0.60%)

USD 0.32B
IDR:CA 3.57 % 1.42 %

N/A

N/A
AVRE Avantis Real Estate ETF 3.54 % 0.00 %

+0.03 (+0.60%)

USD 0.42B
GLPR:AU Ishares Core Ftse Global .. 3.50 % 0.00 %

-0.22 (0.60%)

N/A
IWDP:SW iShares Developed Markets.. 3.45 % 0.00 %

+0.23 (+0.60%)

USD 1.17B
MREL:CA Middlefield Real Estate D.. 3.37 % 0.00 %

+0.06 (+0.60%)

CAD 0.11B
IQRA IndexIQ Active ETF Trust 3.30 % 0.00 %

-0.05 (0.60%)

USD 4.88M
RSPR Invesco S&P 500® Equal.. 3.29 % 0.00 %

N/A

USD 0.12B
R8T:XETRA abrdn Global Real Estate .. 3.28 % 0.00 %

+0.12 (+0.60%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.28 % 0.00 %

+0.09 (+0.60%)

USD 0.01B
DFGR Dimensional ETF Trust - D.. 3.21 % 0.00 %

+0.03 (+0.60%)

USD 1.61B
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.13 % 0.00 %

+0.27 (+0.60%)

USD 0.87B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.13 % 0.00 %

N/A

USD 0.82B
RENT:AU 2.99 % 0.00 %

N/A

N/A
QRET:CA Mackenzie Developed Marke.. 2.59 % 0.00 %

N/A

CAD 9.97M
NBGR Neuberger Berman Global R.. 2.35 % 0.00 %

+0.15 (+0.60%)

USD 5.96M
ASRM:XETRA BNP Paribas Easy FTSE EPR.. 1.69 % 0.00 %

+0.11 (+0.60%)

USD 0.04B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 1.69 % 0.00 %

+0.11 (+0.60%)

N/A
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

+0.01 (+0.60%)

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

-0.05 (0.60%)

USD 0.10B
EWRE 0.00 % 0.40 %

N/A

N/A
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

+0.03 (+0.60%)

USD 0.12B
ICF 0.00 % 0.34 %

N/A

N/A
IWS iShares Russell Mid-Cap V.. 0.00 % 0.24 %

+0.20 (+0.60%)

USD 13.47B
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 %

+0.05 (+0.60%)

USD 3.35B
REK ProShares Short Real Esta.. 0.00 % 0.95 %

+0.01 (+0.60%)

USD 0.02B
REZ iShares Residential and M.. 0.00 % 0.48 %

+0.30 (+0.60%)

USD 0.62B
ROOF IQ U.S. Real Estate Small.. 0.00 % 0.70 %

+0.09 (+0.60%)

USD 0.14B
RWO SPDR® Dow Jones Global R.. 0.00 % 0.50 %

+0.01 (+0.60%)

USD 1.21B
RWR SPDR® Dow Jones REIT ETF 0.00 % 0.25 %

+0.08 (+0.60%)

USD 1.36B
SCHH Schwab U.S. REIT ETF 0.00 % 0.07 %

-0.01 (0.60%)

USD 5.96B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

-0.03 (0.60%)

USD 0.04B
URE ProShares Ultra Real Esta.. 0.00 % 0.95 %

+0.10 (+0.60%)

USD 0.06B
USRT iShares Core U.S. REIT ET.. 0.00 % 0.08 %

-0.02 (0.60%)

USD 2.34B
VNQ Vanguard Real Estate Inde.. 0.00 % 0.12 %

+0.04 (+0.60%)

USD 64.91B
VO Vanguard Mid-Cap Index Fu.. 0.00 % 0.04 %

+0.57 (+0.60%)

USD 61.53B
VOT Vanguard Mid-Cap Growth I.. 0.00 % 0.07 %

+1.66 (+0.60%)

USD 12.34B
WREI 0.00 % 0.32 %

N/A

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

+0.03 (+0.60%)

USD 5.42B
DPYA:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.05 (+0.60%)

USD 0.29B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.06 (+0.60%)

USD 0.04B
GLRE:LSE SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.25 (+0.60%)

USD 0.27B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

+0.16 (+0.60%)

USD 0.84B
HPRO:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+18.50 (+0.60%)

USD 0.24M
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

+0.25 (+0.60%)

USD 0.52B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.20 (+0.60%)

USD 1.19B
IUSP:LSE iShares US Property Yield.. 0.00 % 0.00 %

+26.00 (+0.60%)

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

+22.25 (+0.60%)

USD 1.17B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.05 (+0.60%)

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

+59.50 (+0.60%)

USD 0.24B
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+25.75 (+0.60%)

USD 0.24B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.44 (+0.60%)

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

+1.16 (+0.60%)

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

+0.42 (+0.60%)

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

+0.14 (+0.60%)

USD 0.20B
IQQ6:F iShares II Public Limited.. 0.00 % 0.00 %

+0.18 (+0.60%)

USD 1.17B
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

+0.18 (+0.60%)

USD 0.53B
IUSP:F iShares Emerging Markets .. 0.00 % 0.00 %

+0.24 (+0.60%)

USD 4.31B
SPYJ:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.23 (+0.60%)

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

+0.12 (+0.60%)

USD 0.28B
10AJ:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.63 (+0.60%)

USD 0.07B
H4ZL:XETRA 0.00 % 0.00 %

N/A

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

+0.26 (+0.60%)

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

+0.31 (+0.60%)

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

+0.21 (+0.60%)

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

+0.35 (+0.60%)

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

+0.53 (+0.60%)

USD 0.28B
1659:TSE iShares US REIT ETF 0.00 % 0.00 %

-15.00 (0.60%)

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

-6.50 (0.60%)

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

-0.06 (0.60%)

CAD 0.07B
FCMO:CA 0.00 % 0.00 %

N/A

N/A
SPY2:XETRA SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+0.19 (+0.60%)

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

+0.55 (+0.60%)

USD 0.28B
TRET:LSE VanEck Vectors ETFs N.V. .. 0.00 % 0.00 %

+0.38 (+0.60%)

USD 0.28B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.15 (+0.60%)

USD 0.27B

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 2.92% 81% B- 49% F
Dividend Return 0.68% 7% C- 40% F
Total Return 3.59% 75% C 48% F
Trailing 12 Months  
Capital Gain 32.65% 94% A 83% B
Dividend Return 3.49% 13% F 51% F
Total Return 36.13% 94% A 84% B
Trailing 5 Years  
Capital Gain 19.59% 100% F 57% F
Dividend Return 17.06% 17% F 64% D
Total Return 36.65% 100% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 5.75% 33% F 62% D
Dividend Return 9.28% 33% F 65% D
Total Return 3.53% 33% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 33.67% 67% D+ 32% F
Risk Adjusted Return 27.56% 33% F 53% F
Market Capitalization 52.38B 100% F 95% 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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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 risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

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