Welltower Inc. (WELL)

Over the past six months, Welltower's stock has experienced several notable events and performance trends. The stock price increased by 39.63% between October 1, 2024, and September 30, 2025. The stock's price increased 39.70% over the last 12 months, with a year-to-date return of 39.13%. In the past month, the stock increased 4.51%. Welltower released its second-quarter 2025 financial results on July 28, 2025, reporting $1.28 earnings per share, beating analyst estimates, and revenue of $2.55 billion, which was up 39.6% compared to the same quarter last year. The company declared a quarterly dividend of $0.74 per share, an increase from its previous quarterly dividend of $0.67. Cantor Fitzgerald initiated coverage of Welltower with an "Overweight" recommendation on October 1, 2025. In March 2025, Welltower partnered with Amica Senior Lifestyles to acquire a senior housing portfolio for CAD 4.6 billion. In January 2025, the company acquired NorthStar Healthcare Income REIT for US$900 million in cash.

While some seasonality can be observed in the demand for Welltower's products and services, the company has shown resilience and growth that can counteract typical seasonal slowdowns. Welltower's seniors housing operating (SHO) portfolio experienced accelerating occupancy gains through the fourth quarter of 2023, which was described as an unusual pattern that bucked typical seasonality due to stronger move-ins and fewer move-outs. The company benefits from strong secular tailwinds, such as aging demographics and wellness trends, which are expected to drive long-term demand for senior and healthcare services.

Welltower, Inc. is a real estate investment trust focused on residential wellness and healthcare infrastructure, operating in the REIT - Healthcare Facilities industry. The company invests with seniors housing operators, post-acute providers, and health systems to finance real estate infrastructure for innovative care delivery models. Its portfolio includes seniors housing operating (SHOP), seniors housing triple-net, outpatient medical, and long-term/post-acute care assets, with the seniors housing operating segment contributing the most to its annualized in-place net operating income (NOI). As of June 30, 2025, Welltower's portfolio comprised 2,217 properties.

Welltower's geographic footprint spans the United States, the United Kingdom, and Canada. The majority of its in-place NOI is derived from U.S. assets, with the remaining coming from the United Kingdom and Canada. The company's properties are concentrated in major, high-growth markets, including Los Angeles, New York/New Jersey, Dallas, Greater London, and Washington, D.C.

Welltower is recognized as a preeminent residential wellness and healthcare infrastructure company and a dominant, well-managed healthcare REIT. The company is noted for its customer-focused culture, visionary leadership, and early adoption of data science and AI to drive growth. Welltower has also demonstrated a commitment to sustainability, becoming the first healthcare REIT to join the Global Real Estate Sustainability Benchmark (GRESB) in 2016. There have been no significant negative events impacting Welltower's brand reputation reported in the past year within the provided search results.

Welltower, Inc. has a diverse ownership structure, with institutional investors holding a significant majority. Approximately 79.83% of the company's stock is owned by Institutional Investors, 0.06% by Insiders, and 20.10% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and Capital International Investors.