Welltower Inc. (WELL)

Over the last 12 months, Welltower's stock price has increased by 48.01%, and in the past six months, it has gained 24.1%, reaching a new 52-week high on July 22, 2025. Key events impacting Welltower's stock include the acquisition of NorthStar Healthcare Income, Inc., the launch of its private funds management business, credit rating upgrades, strong financial performance, positive analyst ratings, and insider buying.

Demand for Welltower's services, particularly in seniors housing, exhibits some seasonality, with a historical uptick in occupancy in the third quarter. The overall demand is primarily driven by long-term demographic trends, specifically the aging population. The 80+ population is projected to increase, driving higher demand for assisted living and memory care. New supply in the seniors housing sector has been declining, creating a favorable supply-demand imbalance.

Welltower, Inc. is a real estate investment trust focused on healthcare infrastructure, investing in properties across the healthcare continuum, including seniors housing, post-acute care facilities, and outpatient medical properties. The company generates revenue by leasing properties to healthcare operators and systems, and in some cases, by sharing in the operating income of senior housing facilities. Welltower's portfolio is diversified across Seniors Housing Operating (SHOP), Triple-net, and Outpatient Medical segments.

Welltower's real estate portfolio is concentrated in major, high-growth markets across the United States, Canada, and the United Kingdom. As of Q4 2023, its portfolio was valued at $68.4 billion, comprising over 1,500 seniors and wellness housing communities and more than 26 million square feet of outpatient medical buildings. The company aims to enhance its regional densification strategy within its existing geographic footprint.

Welltower maintains a strong brand reputation due to its operational transparency, high standards of corporate governance, and commitment to ESG practices. The company's disciplined approach to capital allocation and detailed financial disclosures contribute to its credibility. Events that have positively affected Welltower's reputation include strong financial performance, credit rating upgrades, strategic partnerships, shareholder approval for Say-on-Pay, and a new visual identity.

Welltower's ownership structure includes institutional, retail, and individual investors. Institutional shareholders hold a significant portion of Welltower's stock, with major holders including Vanguard Group Inc., BlackRock, Inc., and Capital International Investors. Insiders hold a small percentage of the stock, and retail investors hold the remaining portion. Welltower insiders have been net buyers in the last 12 months and 3 months.