Welltower
Key Metrics
How this company measures up on the fundamentals that matter
About Welltower
Welltower Inc. is a 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. Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share growth for our existing investors, our North Star. Welltower Inc. was incorporated in 1970 and is based in Toledo, United States.
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Valuation
Trading at $215, 115% above fair value of $100. Passes all ethical screens. Ranks better than 54% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Market Data
Trading characteristics and market positioning
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
Analyst Coverage
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-01 | BACON KENNETH J | Director | 2,627 | — | |
| 2026-02-26 | SPISSO JOHNESE M | Director | 1,056 | — | |
| 2026-02-26 | RIVERA SERGIO DAVID | Director | 1,056 | — | |
| 2026-02-26 | LOPEZ DENNIS G | Director | 1,787 | — | |
| 2026-02-26 | DESALVO KAREN B | Director | 1,056 | — | |
| 2026-02-13 | MCQUEEN MATTHEW GRANT | Officer | 541 | — | |
| 2025-12-31 | LOPEZ DENNIS G | Director | 57 | — | |
| 2025-12-16 | MCHUGH TIMOTHY | President | 500 | — | |
| 2025-11-28 | MCHUGH TIMOTHY | President | 53 | $11,036 | |
| 2025-11-28 | CHAUDHRI NIKHIL | President | 31 | $6,455 |
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 7 Feb2025 | Tim Walberg | Republican | buy | 15K–50K |
| 2026-04-13 | Ro Khanna | Democrat | Purchase | 1K–15K |
| 15 May2026 | Ro Khanna | Democrat | sell | 1K–15K |
| 1 May2026 | Ro Khanna | Democrat | buy | 1K–15K |
| 1 May2026 | Ro Khanna | Democrat | sell | 1K–15K |
What If You'd Bought WELL?
| Period | Price Then | Price Return | Divs/Share | $1,000 Became | Total Return |
|---|---|---|---|---|---|
| 1 Month | $214.11 | -1.3% | $0.74 | $991 | -0.9% |
| 2 Months | $206.88 | +2.2% | $0.74 | $1,025 | +2.5% |
| 3 Months | $205.50 | +2.9% | $0.74 | $1,032 | +3.2% |
| 6 Months | $183.69 | +15.1% | $1.48 | $1,159 | +15.9% |
| 1 Year | $148.61 | +42.2% | $2.96 | $1,442 | +44.2% |
| 2 Years | $99.97 | +111.4% | $5.64 | $2,171 | +117.1% |
| 3 Years | $76.22 | +177.3% | $8.08 | $2,879 | +187.9% |
| 5 Years | $70.44 | +200.0% | $12.96 | $3,184 | +218.4% |
Historical returns. Past performance does not guarantee future results. Prices from market close data.
Framework Review History
Timestamped framework reads — tracking how the analysis evolves over time
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials (84). The risk-adjusted return profile shows excellent risk-adjusted returns.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with strong ethical credentials (84). The risk-adjusted return profile shows excellent risk-adjusted returns.
Latest Analysis — WELL
Timestamped intelligence from our daily research pipeline
Framework Read · The Journal Broadcom (AVGO): The Two Trillion Dollar AI Name Our Framework Refuses to Bless Titan Macro Desk • 5 July 2026 • First entry in the...
Grupo Cibest (CIB) Regime Case Study | Titan Protect CIB MARKUP Bancolombia: The Colombian Banking Giant's Markup Phase How Latin America's monetary easing cycle and domestic credit growth are driving...
Amer Sports (AS) Regime Case Study | Titan Protect AS MARKDOWN Amer Sports: Markdown Phase for the Arc'teryx Parent When premium brand momentum meets valuation gravity and consumer spending reality...
Dycom Industries (DY) Regime Case Study | Titan Protect DY MARKUP Dycom Industries: The Infrastructure Contractor's Golden Era Why fibre broadband expansion and 5G deployment have created a multi-year markup...
Semtech (SMTC) Regime Case Study | Titan Protect SMTC MARKUP Semtech: Semiconductor Markup Powered by Connectivity How the Sierra Wireless acquisition and data centre optical demand rebuilt the growth narrative...
Modine Manufacturing (MOD) Regime Case Study | Titan Protect MOD MARKUP Modine Manufacturing: Thermal Management's Explosive Markup How data centre cooling demand transformed a legacy industrial company into one of...
Forgent Power Solutions (FPS) Regime Case Study | Titan Protect FPS MARKUP Ethical Score: 98.0 Forgent Power Solutions: Markup With an Ethical Edge How a near-perfect ethical score combines with...
Virtu Financial (VIRT) Regime Case Study | Titan Protect VIRT MARKUP Virtu Financial: The Market Maker's Markup Phase How elevated volatility and market structure evolution are driving institutional accumulation in...
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15