WELL Welltower

XNYS Sideways Alert

Real Estate

· How we analyze

About the company

Welltower is a real estate company (REIT) focused on healthcare and senior living. It owns senior residences, assisted living facilities and medical office buildings and works with operators. The properties are in the US, Canada and the UK. As of Oct 11, 2026

Fact sheet (from the annual report) Real estate investment trusts (REITs) · Toledo, USA

Welltower is a real estate investment trust focused on rental housing for older people in the United States, the United Kingdom and Canada. The portfolio consists mainly of senior housing communities and age-appropriate communities for older people who live independently, according to the company at the intersection of housing and hospitality. The business is divided into senior housing with operating partners, properties leased on a triple-net basis and outpatient medical buildings. The properties of the triple-net segment go mainly under long-term master leases to operators that bear all operating costs, utilities, property taxes, insurance and maintenance. According to the company, its capital allocation relies on its own data platform.

Automatically summarized from SEC annual report (10-K, filed Feb 12, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

What the methods say about Welltower

Calculated automatically by fixed rules – not investment advice, check for yourself. How we analyze

Price performance at a glance

Last 30 trading days
  • Today −5.8%
  • 7 days −4.8%
  • 30 days −2.0%
  • 1 year +24.2%
Day range (last trading day)
−0.9%Price at 15% of the range+4.9%
52-week range
−22.9%Price at 65% of the range+12.6%
Distance from the all-time high
−11.2%

Our own calculation from the exchange’s daily candles, as of Oct 27, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

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Symbol on TradingView: NYSE:WELL

Fundamental analysis

Welltower · Sector Real Estate · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Apr 10, 2026.

In short

  • Light green: Revenue grew over 5 years (+18.7% per year), at least as fast as the sector median.
  • Light red: Net income (total) shrank over 5 years (−2.0% per year); per share −9.8% per year.
  • Light yellow: Net margin 8.6%, below the sector median (20.8%).
  • Light green: Debt not higher than usual in the sector.
  • Light green: Profit in each of the last 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 4.3B USD · Net income 1.1B USD · Net margin 25.3%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 4.3B USD · Net income 540.6M USD · Net margin 12.5%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 4.7B USD · Net income 829.8M USD · Net margin 17.7%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 5.1B USD · Net income 1.3B USD · Net margin 26.0%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 4.6B USD · Net income 1.0B USD · Net margin 22.6%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 4.7B USD · Net income 336.1M USD · Net margin 7.1%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 5.9B USD · Net income 141.2M USD · Net margin 2.4%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 6.6B USD · Net income 340.1M USD · Net margin 5.1%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 8.0B USD · Net income 951.7M USD · Net margin 11.9%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 10.8B USD · Net income 936.8M USD · Net margin 8.6%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 10.8B USD · Net income 936.8M USD · Net margin 8.6%

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 31 symbols in the Real Estate sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+18.7% per year, last 5 years

Sector Real Estate: median +9.0% (31 symbols)

What does this mean? Revenue: over 5 years it grew by 18.7% per year on average – at least as fast as the median company in the sector (+9.0%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light red: shrinking

−2.0% per year, last 5 years

Sector Real Estate: median +10.6% (28 symbols)

per share: −9.8% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it fell by 2.0% per year on average. The median company in the sector reached +10.6% per year.

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light yellow: below sector

8.6% last fiscal year

Sector Real Estate: median 20.8% (30 symbols)

What does this mean? Of every 100 USD in revenue, 8.64 USD remained as profit – less than the median company in the sector (20.8%). Five years ago the margin was 22.6%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light green: lower than sector

0.41 latest balance sheet

Sector Real Estate: median 0.82 (21 symbols)

What does this mean? For every 1 USD of equity there is 0.41 USD of financial debt – no more than the median company in the sector (0.82). More debt amplifies good and bad years alike.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light gray: little meaning

203% Dividend / earnings per share

Sector Real Estate: median 129% (24 symbols)

What does this mean? The payout was higher than the earnings per share; it is paid from cash flow, from reserves or with new debt. REITs are legally required to pay out most of their income; the ratio to earnings says little there. Median company in the sector: 129%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
10.8B USD
Revenue vs. prior year
+35.6%
Net income (FY)
936.8M USD
Net income vs. prior year
−1.6%
EPS (FY)
1.39 USD
13F funds with a position
0 of 9
Funds vs. prior quarter
±0
Shares held vs. prior quarter
–
Fiscal year to Dec 31, 2025 · 10-K filed Feb 12, 2026 · Balance sheet Mar 31, 2026 (filed Apr 29, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 10.8B936.8M 8.6% 1.39 2.82 203%
2024Dec 31, 2024 8.0B951.7M 11.9% 1.57 2.56 163%
2023Dec 31, 2023 6.6B340.1M 5.1% 0.66 2.44 370%
2022Dec 31, 2022 5.9B141.2M 2.4% 0.30 2.44 813%
2021Dec 31, 2021 4.7B336.1M 7.1% 0.78 2.44 313%
2020Dec 31, 2020 4.6B1.0B 22.6% 2.33 2.70 116%
2019Dec 31, 2019 5.1B1.3B 26.0% 3.05 3.48 114%
2018Dec 31, 2018 4.7B829.8M 17.7% 2.02 3.48 172%
2017Dec 31, 2017 4.3B540.6M 12.5% 1.26 3.48 276%
2016Dec 31, 2016 4.3B1.1B 25.3% 2.81 3.44 122%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q1/26Mar 31, 2026 3.4B752.3M 22.4% 1.02 0.74 73%
Q4/25*Dec 31, 2025 3.2B– – – – –
Q3/25Sep 30, 2025 2.7B282.2M 10.5% 0.41 0.74 180%
Q2/25Jun 30, 2025 2.5B304.6M 12.0% 0.45 0.67 149%
Q1/25Mar 31, 2025 2.4B257.3M 10.6% 0.40 0.67 168%
Q4/24*Dec 31, 2024 2.3B– – – – –
Q3/24Sep 30, 2024 2.1B456.8M 22.2% 0.73 0.67 92%
Q2/24Jun 30, 2024 1.8B260.7M 14.3% 0.42 0.61 145%
Q1/24Mar 31, 2024 1.9B131.6M 7.1% 0.22 0.61 277%
Q4/23*Dec 31, 2023 1.7B– – – 0.61 –
Q3/23Sep 30, 2023 1.7B134.7M 8.1% 0.24 0.61 254%
Q2/23Jun 30, 2023 1.7B106.3M 6.4% 0.20 0.61 305%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $2.4M1 person $00 people +$2.4M
6 months $2.4M1 person $00 people +$2.4M
12 months $2.4M1 person $00 people +$2.4M

Latest transactions

  • Aug 26, 2026 Gundlach Andrew Director Open-market purchase 2,500 shares · $605.2K · SEC
  • Aug 26, 2026 Gundlach Andrew Director Open-market purchase 2,500 shares · $605.2K · SEC
  • Aug 25, 2026 Gundlach Andrew Director Open-market purchase 2,500 shares · $598.7K · SEC
  • Aug 25, 2026 Gundlach Andrew Director Open-market purchase 2,500 shares · $598.7K · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -15

Price vs. EMA 50-15
Price vs. EMA 200+15
EMA 50 vs. EMA 200+20
ADX (trend strength)+0
Highs and lows-20
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)15.3
Rel. strength 60 d−3.7%

ATR and moving averages as price values only when logged in.

More stocks from Real Estate

All symbols in this sector

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