Welltower Inc. (WELL)

In the past six months, Welltower's stock has been influenced by strategic shifts, earnings reports, and analyst ratings. The company intensified its focus on rental housing for the senior population through $23 billion in transactions. Q3 2025 earnings reported normalized Funds From Operations (FFO) per share of $1.34, surpassing analyst estimates, while total revenue slightly missed estimates. Analyst ratings have varied, with some downgrades and price target increases. The company declared a quarterly dividend of $0.74 per share. Overall, Welltower's stock has surged 49.6% over the past 52 weeks, outperforming the S&P 500 Index.

Demand for Welltower's products and services, particularly in senior housing, is primarily driven by long-term demographic trends rather than distinct seasonal fluctuations. The aging population creates a growing demand for senior living and healthcare infrastructure. While the underlying demand is strong, there can be some operational seasonality, such as increased leasing activity during the summer.

Welltower, Inc. (WELL) is a real estate investment trust (REIT) focused on healthcare infrastructure, investing in seniors housing, post-acute providers, and health systems. Its portfolio, as of June 30, 2025, includes 2,217 properties with seniors housing operating units, seniors housing triple-net units, outpatient medical space, and long-term/post-acute care beds.

Welltower's geographic footprint spans the United States, Canada, and the United Kingdom. Approximately 83.3% of Welltower's in-place Net Operating Income (NOI) is derived from its U.S. assets, with the remaining 16.7% split between the United Kingdom and Canada. The company's largest metropolitan exposures include Los Angeles, New York/New Jersey, Dallas, Greater London, and Washington, D.C.

While specific events impacting Welltower's brand reputation within the past year were not prominently detailed, a significant past event could still influence perception. In February 2023, Hindenburg Research published a report alleging that Welltower was operating a "shell game" to conceal issues with ManorCare facilities. More recently, Welltower emphasizes its disciplined approach to capital allocation and its focus on tenant and operator partnerships.

Welltower's ownership is primarily institutional, with approximately 91.05% of the company's stock owned by institutional shareholders, 0.36% by insiders, and 8.60% by retail investors. Major institutional owners include Vanguard Group Inc., Blackrock Inc., Capital International Investors, State Street Corp, and Cohen & Steers Inc. Vanguard Group Inc. is the largest individual Welltower shareholder.