Welltower Inc. (WELL)

In the past six months, Welltower's stock has been impacted by several significant events. In October 2025, Welltower reported strong third-quarter funds from operations (FFO) of $1.34 per share, surpassing expectations, and announced a major $23 billion transaction package. In August 2025, Welltower reported a total portfolio same-store Net Operating Income (NOI) growth of 13.8% year-over-year and raised $2 billion in gross proceeds through equity. In April 2025, Welltower reported 25.5% net operating income (NOI) growth in the first quarter for its same-store Senior Housing Operating Portfolio (SHOP) segment. In February 2025, the stock price had appreciated by over 61% over the last twelve months, with a positive outlook for double-digit growth in its Seniors Housing Operating segment.

Demand for Welltower's products and services, particularly in senior living, exhibits some seasonality. Annual rent growth in the senior living sector experienced a dip in Q1 2025, which is likely seasonal. However, the underlying demand for senior housing is consistently strong and accelerating due to the aging population, creating clear pricing power for Welltower. The company anticipates continued healthy business fundamentals through the end of the decade, with demand ramping up due to the growth of the 80+ population.

Welltower Inc. is a real estate investment trust (REIT) specializing in healthcare facilities, focusing on rental housing for aging seniors. The company invests in and manages a diversified portfolio of properties that support innovative care delivery models for seniors, including seniors housing and wellness communities, post-acute communities, and outpatient medical properties. Welltower operates as an operating company within a real estate framework, driven by partnerships and a data science platform.

Welltower's geographic footprint spans across the United States, the United Kingdom, and Canada, with a portfolio including over 2,000 seniors and wellness housing communities in these three countries.

Welltower has maintained a strong brand reputation, highlighted for its strategic positioning in the growing "silver economy" and its focus on seniors housing. Analysts have a positive outlook on the company, with a consensus of "Moderate Buy" and upgraded price targets. The company's announcement of a "transformative new era" and "Welltower 3.0" in October 2025, emphasizing operational and technology transformation and prioritizing resident and employee experience, further reinforces a positive image. Welltower is recognized as a "growth powerhouse" due to the significant expansion in senior living demand. In October 2025, Welltower also committed £6.5 billion in investment for elderly facilities in the UK.

Institutional ownership of Welltower Inc. is notably high, reported at 97.01% and 98.99%. Insider ownership stands at 0.06%. Phoenix Financial Ltd. acquired a new stake in Welltower Inc. during the second quarter of 2025.