WELL:NYE-Welltower Inc (USD)

COMMON STOCK | REIT - Healthcare Facilities |

Last Closing

USD 95.78

Change

+1.44 (+1.53)%

Market Cap

USD 55.76B

Volume

2.61M

Analyst Target

USD 53.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-29 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
VTR Ventas Inc

N/A

USD 19.25B
DOC Healthpeak Properties Inc

-0.28 (-1.38%)

USD 13.76B
OHI Omega Healthcare Investors Inc

-0.08 (-0.26%)

USD 7.81B
HR Healthcare Realty Trust Incorp..

-0.17 (-1.05%)

USD 5.89B
CTRE CareTrust REIT Inc.

+0.04 (+0.16%)

USD 3.53B
NHI National Health Investors Inc

-0.01 (-0.02%)

USD 2.84B
MPW Medical Properties Trust Inc

-0.30 (-5.54%)

USD 2.68B
AHR American Healthcare REIT Inc

-0.22 (-1.51%)

USD 1.73B
LTC LTC Properties Inc

+0.09 (+0.26%)

USD 1.48B
CHCT Community Healthcare Trust Inc

+0.03 (+0.12%)

USD 0.66B

ETFs Containing WELL

REZ iShares Residential and M.. 13.46 % 0.48 %

-0.17 (0.19%)

USD 0.63B
RITA ETF Series Solutions - ET.. 8.38 % 0.00 %

+0.01 (+0.19%)

USD 6.49M
JRE Janus Henderson U.S. Real.. 7.42 % 0.00 %

+0.04 (+0.19%)

USD 3.25M
JPRE JPMorgan Realty Income ET.. 7.01 % 0.00 %

-0.01 (0.19%)

USD 0.33B
IUSP:SW iShares US Property Yield.. 5.95 % 0.00 %

-0.25 (0.19%)

N/A
XLRE The Real Estate Select Se.. 5.70 % 0.13 %

-0.07 (0.19%)

USD 5.69B
RWR SPDR® Dow Jones REIT ETF 5.32 % 0.25 %

-0.21 (0.19%)

USD 1.41B
USRT iShares Core U.S. REIT ET.. 5.26 % 0.08 %

-0.14 (0.19%)

USD 2.33B
ROOF IQ U.S. Real Estate Small.. 5.10 % 0.70 %

+0.05 (+0.19%)

USD 0.14B
BYRE Principal Exchange-Traded.. 5.08 % 0.00 %

+0.06 (+0.19%)

USD 9.50M
DFAR Dimensional ETF Trust 4.88 % 0.00 %

-0.01 (0.19%)

USD 0.99B
TRET:SW VanEck Global Real Estate.. 4.73 % 0.00 %

N/A

USD 0.26B
SCHH Schwab U.S. REIT ETF 4.63 % 0.07 %

-0.02 (0.19%)

USD 6.27B
URE ProShares Ultra Real Esta.. 4.26 % 0.95 %

-0.18 (0.19%)

USD 0.06B
GLRA:LSE SPDR® Dow Jones Global R.. 4.11 % 0.00 %

+0.04 (+0.19%)

USD 0.40M
RWO SPDR® Dow Jones Global R.. 4.04 % 0.50 %

-0.06 (0.19%)

USD 1.18B
DJRE:AU SPDR Dow Jones Global Rea.. 4.00 % 0.00 %

+0.19 (+0.19%)

USD 0.43B
GLPR:AU Ishares Core Ftse Global .. 3.96 % 0.00 %

+0.43 (+0.19%)

N/A
REIT:AU VanEck FTSE International.. 3.92 % 0.00 %

+0.17 (+0.19%)

USD 0.32B
REET iShares Global REIT ETF 3.87 % 0.14 %

-0.01 (0.19%)

USD 3.51B
GBRE:SW SPDR® Dow Jones Global R.. 3.76 % 0.00 %

+0.09 (+0.19%)

USD 0.23B
GLRA:SW SPDR® Dow Jones Global R.. 3.76 % 0.00 %

+0.01 (+0.19%)

USD 0.40M
IWDP:SW iShares Developed Markets.. 3.75 % 0.00 %

-0.27 (0.19%)

USD 1.18B
AVRE Avantis Real Estate ETF 3.73 % 0.00 %

+0.04 (+0.19%)

USD 0.44B
IDR:CA 3.57 % 1.42 %

N/A

N/A
DFGR Dimensional ETF Trust - D.. 3.57 % 0.00 %

+0.03 (+0.19%)

USD 1.61B
RSPR Invesco S&P 500® Equal.. 3.55 % 0.00 %

-0.15 (0.19%)

USD 0.12B
HPRS:LSE HSBC FTSE EPRA NAREIT Dev.. 3.34 % 0.00 %

+0.04 (+0.19%)

USD 0.04B
IQRA IndexIQ Active ETF Trust 3.33 % 0.00 %

+0.04 (+0.19%)

USD 5.01M
R8T:XETRA abrdn Global Real Estate .. 3.23 % 0.00 %

+0.04 (+0.19%)

USD 0.01B
R8TA:XETRA abrdn Global Real Estate .. 3.23 % 0.00 %

+0.04 (+0.19%)

USD 0.01B
VNQ Vanguard Real Estate Inde.. 3.16 % 0.12 %

-0.06 (0.19%)

USD 31.64B
H4Z7:XETRA HSBC FTSE EPRA NAREIT Dev.. 3.10 % 0.00 %

+0.04 (+0.19%)

USD 0.90B
HPRD:SW HSBC FTSE EPRA NAREIT Dev.. 3.10 % 0.00 %

N/A

USD 0.24M
RENT:AU 2.99 % 0.00 %

N/A

N/A
NBGR Neuberger Berman Global R.. 2.65 % 0.00 %

+0.01 (+0.19%)

USD 5.95M
PPTY U.S. Diversified Real Est.. 2.49 % 0.53 %

-0.07 (0.19%)

USD 0.12B
ASRM:XETRA BNP Paribas Easy FTSE EPR.. 1.80 % 0.00 %

+0.01 (+0.19%)

USD 0.03B
GRCTB:PA BNP Paribas Easy FTSE EPR.. 1.80 % 0.00 %

+0.01 (+0.19%)

N/A
ZSRM:XETRA BNP Paribas Easy MSCI USA.. 1.73 % 0.00 %

+0.05 (+0.19%)

USD 0.07B
EKLDC:PA BNP Paribas Easy MSCI USA.. 1.73 % 0.00 %

+0.04 (+0.19%)

N/A
ZSRM:F BNP Paribas Easy MSCI USA.. 1.73 % 0.00 %

+0.10 (+0.19%)

N/A
VOT Vanguard Mid-Cap Growth I.. 1.50 % 0.07 %

-0.79 (0.19%)

USD 13.06B
VO Vanguard Mid-Cap Index Fu.. 0.69 % 0.04 %

-0.75 (0.19%)

USD 64.35B
JKG iShares Morningstar Mid-C.. 0.54 % 0.25 %

N/A

USD 0.85B
DRN Direxion Daily Real Estat.. 0.00 % 1.09 %

-0.05 (0.19%)

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

+0.23 (+0.19%)

USD 0.10B
EWRE 0.00 % 0.40 %

N/A

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

-0.03 (0.19%)

USD 0.93B
FRI First Trust S&P REIT Inde.. 0.00 % 0.50 %

-0.02 (0.19%)

USD 0.11B
ICF 0.00 % 0.34 %

N/A

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

-0.88 (0.19%)

USD 12.93B
IYR iShares U.S. Real Estate .. 0.00 % 0.42 %

-0.07 (0.19%)

USD 2.89B
LNGR 0.00 % 0.50 %

N/A

N/A
LRET 0.00 % 0.00 %

N/A

N/A
REK ProShares Short Real Esta.. 0.00 % 0.95 %

+0.01 (+0.19%)

USD 0.02B
SRS ProShares UltraShort Real.. 0.00 % 0.95 %

+0.07 (+0.19%)

USD 0.04B
WREI 0.00 % 0.32 %

N/A

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

+0.02 (+0.19%)

USD 0.28B
DPYE:LSE iShares Developed Markets.. 0.00 % 0.00 %

+0.01 (+0.19%)

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

+0.07 (+0.19%)

USD 0.23B
HPRD:LSE HSBC FTSE EPRA NAREIT Dev.. 0.00 % 0.00 %

+0.06 (+0.19%)

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

+4.50 (+0.19%)

USD 0.84B
IDUP:LSE iShares US Property Yield.. 0.00 % 0.00 %

-0.21 (0.19%)

USD 0.53B
IDWP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.18 (0.19%)

USD 1.18B
IUSP:LSE iShares US Property Yield.. 0.00 % 0.00 %

-18.25 (0.19%)

USD 0.47B
IWDP:LSE iShares Developed Markets.. 0.00 % 0.00 %

-15.00 (0.19%)

USD 1.18B
DPYG:LSE iShares Developed Markets.. 0.00 % 0.00 %

-0.04 (0.19%)

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

+3.00 (+0.19%)

USD 0.22B
GBRE:LSE SPDR® Dow Jones Global R.. 0.00 % 0.00 %

+4.50 (+0.19%)

USD 0.23B
XMAD:LSE Xtrackers - MSCI EM Asia .. 0.00 % 0.00 %

+0.33 (+0.19%)

USD 0.26B
XMAS:LSE Xtrackers MSCI EM Asia ES.. 0.00 % 0.00 %

+24.50 (+0.19%)

USD 0.26B
XMXD:LSE db x-trackers MSCI EM EME.. 0.00 % 0.00 %

+0.06 (+0.19%)

USD 0.02B
EKLD:PA BNP Paribas Easy - MSCI U.. 0.00 % 0.00 %

+0.07 (+0.19%)

USD 0.36B
EKUS:PA BNP Paribas Easy MSCI USA.. 0.00 % 0.00 %

+0.05 (+0.19%)

USD 0.37B
EPRA:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.17 (+0.19%)

USD 0.23B
10AJ:F Amundi Index Solutions - .. 0.00 % 0.00 %

-0.01 (0.19%)

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

+0.01 (+0.19%)

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

-0.18 (0.19%)

USD 1.18B
IQQ7:F iShares II Public Limited.. 0.00 % 0.00 %

-0.19 (0.19%)

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

+0.10 (+0.19%)

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

+0.04 (+0.19%)

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

+0.26 (+0.19%)

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

+0.05 (+0.19%)

USD 0.07B
H4ZL:XETRA 0.00 % 0.00 %

N/A

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

-0.18 (0.19%)

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

-0.20 (0.19%)

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

+0.05 (+0.19%)

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

+0.04 (+0.19%)

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

+0.08 (+0.19%)

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

-5.00 (0.19%)

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

+2.00 (+0.19%)

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

+0.12 (+0.19%)

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 %

+0.03 (+0.19%)

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

+0.08 (+0.19%)

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

+0.10 (+0.19%)

USD 0.28B
EKUS:XETRA BNP Paribas Easy MSCI USA.. 0.00 % 0.00 %

+0.05 (+0.19%)

USD 0.97B
REIT ALPS Active REIT ETF 0.00 % 0.00 %

-0.01 (0.19%)

USD 0.02B
IMCB iShares Morningstar Mid-C.. 0.00 % 0.00 %

-0.23 (0.19%)

USD 0.85B
AGNG Global X Aging Population.. 0.00 % 0.00 %

+0.02 (+0.19%)

USD 0.06B
SPY2:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

+0.01 (+0.19%)

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 6.22% 73% C 71% C-
Dividend Return 0.68% 7% C- 35% F
Total Return 6.90% 73% C 70% C-
Trailing 12 Months  
Capital Gain 22.39% 73% C 77% C+
Dividend Return 3.12% 7% C- 46% F
Total Return 25.50% 73% C 77% C+
Trailing 5 Years  
Capital Gain 27.93% 100% F 63% D
Dividend Return 17.68% 25% F 66% D+
Total Return 45.61% 100% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 7.26% 100% F 65% D
Dividend Return 10.76% 100% F 67% D+
Total Return 3.50% 14% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 33.13% 14% F 33% F
Risk Adjusted Return 32.48% 93% A 55% F
Market Capitalization 55.76B 100% F 96% 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.

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 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.

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