Welltower

WELL

Market cap $112B

Overview Fund Activity

167.66 USD

+1.75

1.05%

At close Updated Sep 18, 2:04 PM EDT

1 day

1.05%

5 days

-0.46%

1 month

3.23%

3 months

9.45%

6 months

11.8%

Year to date

34.43%

1 year

31.32%

5 years

197.01%

10 years

148.9%

About: Welltower owns a diversified healthcare portfolio of 2,336 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.

Employees: 685

Real Estate Healthcare Facilities REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

59% more repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 361

19% more funds holding in top 10

Funds holding in top 10: 27 [Q1] → 32 (+5) [Q2]

7% more capital invested

Capital invested by funds: $92.5B [Q1] → $99.2B (+$6.74B) [Q2]

4.63% more ownership

Funds ownership: 94.15% [Q1] → 98.79% (+4.63%) [Q2]

2% more funds holding

Funds holding: 1,210 [Q1] → 1,236 (+26) [Q2]

32% less call options, than puts

Call options by funds: $182M | Put options by funds: $268M

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$181

8% upside

Avg. target

$183

9% upside

High target

$185

10% upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

Evercore ISI Group Steve Sakwa	$183	In-Line Maintained	15 Sep 2025
Scotiabank Nicholas Yulico	$181	Sector Outperform Maintained	28 Aug 2025
Wells Fargo John Kilichowski	$185	Overweight Maintained	27 Aug 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about WELL published over the past 30 days

I Lost Up To 90%: My Worst REIT Investments

I have lost a lot of money on some of my REIT investments. I unfortunately had to learn some of my lessons the hard way. Learn from my biggest mistakes today and avoid significant losses.

I Lost Up To 90%: My Worst REIT Investments

Replace Welltower With National Health Investors

National Health Investors offers similar senior housing growth as Welltower but trades at less than half the valuation multiple. Senior housing fundamentals are strong, driven by demographic trends, low new supply, and recovering occupancy, supporting robust long-term growth. WELL is substantially overvalued, trading at 38x AFFO and 198% of NAV, while NHI trades at just 16x AFFO with comparable underlying growth.

Replace Welltower With National Health Investors

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

U.S. REITs Raise $4.85B Through At-The-Market Programs In Q2 2025

Proceeds raised by US equity real estate investment trusts through at-the-market offerings dipped sequentially in the second quarter of 2025. Twenty-six US REITs utilized their at-the-market programs during the quarter, raising $4.85 billion in aggregate, down a slight 3.9% from the quarter prior but up 50.7% YoY. By property sector, healthcare REITs raised the majority of proceeds through ATM offerings during Q2, totaling $2.92 billion in aggregate.

U.S. REITs Raise $4.85B Through At-The-Market Programs In Q2 2025

Zacks Investment Research

Why Is Welltower (WELL) Down 0.1% Since Last Earnings Report?

Welltower (WELL) reported earnings 30 days ago. What's next for the stock?

Why Is Welltower (WELL) Down 0.1% Since Last Earnings Report?

Zacks Investment Research

Top 3 Equity REITs Worth Buying as Industry Prospects Improve

Welltower, Terreno Realty and Easterly Government Properties stand out as the Equity Trust - Other industry is poised to gain from shifting trends and demand drivers.

Top 3 Equity REITs Worth Buying as Industry Prospects Improve

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Zacks Investment Research

Welltower Stock Rises 28.9% Year to Date: Will the Trend Last?

WELL's strong senior housing growth, strategic acquisitions and solid balance sheet fuel a 28.9% YTD stock price surge.

Welltower Stock Rises 28.9% Year to Date: Will the Trend Last?

REIT Replay: U.S. REIT Indexes Grow During Week Ended Aug. 15

The Dow Jones Equity All REIT index grew 0.59% during the recent week, while the MSCI US REIT index increased 0.71%. The healthcare REIT index was the sole Dow Jones US real estate sector property index to close the recent week in the red, down 1.57%. Cannabis-oriented Innovative Industrial Properties Inc. was the top-performing REIT stock above a $200 million market capitalization for the recent week, with a share-price gain of 14.01%.

REIT Replay: U.S. REIT Indexes Grow During Week Ended Aug. 15

Zacks Investment Research

Here's Why You Should Retain Welltower Stock in Your Portfolio Now

WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.

Here's Why You Should Retain Welltower Stock in Your Portfolio Now

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