Sectors

WELL
Welltower Inc.
236.03
1 x 236.00
1 x 236.26
bid
ask
+
1.48
0.63%
3808 @ 03:59 PM
236.12 +0.09 (0.04%)
Ytd27.16%
1y49.32%
234.00
day range
237.22
155.33
52 week range
239.11
Open235.40Prev Close234.55Low234.00High237.22Mkt Cap163.48B
Vol2.02MAvg Vol3.44MEPS2.06P/E112.42Forward P/E68.93
Beta0.76Short Ratio5.04Inst. Own102.60%Dividend2.96Div Yield1.28
Ex Div Date05-13Earning07-2750-d Avg216.16200-d Avg198.971yr Est241.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-04-282026-031.451.02-0.43-29.66%
2026-02-102025-121.441.450.010.69%
2026-02-102025-121.440.14-1.3-90.28%
2025-10-272025-091.31.340.043.08%
2025-10-272025-091.30.41-0.89-68.46%
2025-07-282025-061.220.45-0.77-63.11%
Upgrade / Downgrade
DateFirmActionFromTo
2024-10-01Wells FargoDowngradeOverweightEqual-Weight
2024-09-23ScotiabankUpgradeSector OutperformSector Outperform
2024-09-16Evercore ISI GroupUpgradeIn-LineIn-Line
2024-08-28Evercore ISI GroupUpgradeIn-LineIn-Line
2024-08-21Deutsche BankUpgradeBuyBuy
2024-08-09RBC CapitalUpgradeSector PerformSector Perform
Profile
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
Insider Holder
DateNameRelationQuantityDescription
2026-04-30BACON KENNETH JDirector14.31KConversion of Exercise of derivative security
2026-02-25DESALVO KAREN BDirector12.37KStock Award(Grant)
2025-11-27FIEWEGER JOSHUAOfficer21.39KStock Award(Grant)
2025-06-29GUNDLACH ANDREWDirector0.00Purchase
2026-05-20LOPEZ DENNIS GDirector18.52KStock Award(Grant)
2025-12-15MCHUGH TIMOTHYPresident23.42KStock Gift
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Blackrock Inc.74.00M17.14B10.48%
2026-03-30Vanguard Capital Management LLC45.35M10.50B6.42%
2026-03-30Vanguard Portfolio Management LLC41.86M9.70B5.93%
2026-03-30State Street Corporation41.56M9.63B5.89%
2026-03-30Cohen & Steers Inc.35.85M8.30B5.08%
2026-03-30Capital International Investors35.82M8.29B5.07%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-04-29VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund25.22M5.84B3.57%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund22.16M5.13B3.14%
2026-03-30VANGUARD INDEX FUNDS-Vanguard 500 Index Fund17.73M4.11B2.51%
2026-04-29WASHINGTON MUTUAL INVESTORS FUND16.90M3.91B2.39%
2026-05-30iShares Trust-iShares Core S&P 500 ETF9.19M2.13B1.30%
2026-05-30Fidelity Concord Street Trust-Fidelity 500 Index Fund8.93M2.07B1.26%
Dividend
DividendDate
0.742026-05-13
0.742026-02-25
0.742025-11-10
0.742025-08-12
0.672025-05-14
0.672025-02-25
Split
SplitDate
3 : 21985-09-04