How this company measures up on the fundamentals that matter
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.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $215, 115% above fair value of $100. Passes all ethical screens. Ranks better than 54% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
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 |
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 |
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15