Welltower Inc. (WELL)

In the past six months, Welltower's stock has seen significant movement, with a gain of 21.7% as of June 2025. The company reported strong financial performance in Q1 2025, with normalized Funds From Operations (FFO) increasing by 18.8% year-over-year, which contributed to its stock appreciation. In March 2025, S&P Global Ratings upgraded Welltower's credit rating to 'A-' and Moody's Investor Services to 'A3', citing reduced leverage and robust operating performance. The company also announced a new visual identity in March 2025. A notable strategic move was the announcement of being under contract to acquire the Canada-based senior housing portfolio of Amica Senior Lifestyles for C$4.6 billion, with the deal expected to close in Q4 2025. Following its Q1 2025 earnings release, Welltower's stock experienced a 0.99% increase in after-hours trading. Despite these positive trends, the stock did slip 4.1% from its 52-week high of $158.55, achieved on March 4, and underperformed the Nasdaq Composite by falling 1.2% over the past three months.

Historically, the fourth quarter is not typically a strong period for move-ins in senior housing, but Welltower defied this trend in Q4 2023 and Q4 2024, reporting strong occupancy growth. Q1 2025 also showed robust sequential average occupancy growth, marking the strongest first quarter in the company's history despite typical seasonal headwinds. Demand for senior housing is projected to continue increasing, driven by the growing 80+ population and a low supply of new facilities, suggesting a prolonged period of growth for Welltower. The company acknowledges the potential impact of macroeconomic uncertainty, particularly as it approaches the summer leasing season.

Welltower, Inc. (WELL) is a real estate investment trust (REIT) specializing in healthcare infrastructure. The company invests with seniors housing operators, post-acute providers, and health systems to finance real estate for innovative care delivery models and to enhance overall wellness and healthcare experiences. Welltower operates within the Real Estate sector, specifically in the Real Estate Investment Trusts (REITs) industry, with a focus on healthcare facilities. Its major products and services include providing real estate for seniors housing, post-acute communities, and outpatient medical properties.

Welltower's properties are strategically concentrated in major, high-growth markets across the United States, Canada, and the United Kingdom.

Welltower maintains a strong brand reputation due to its operational transparency, high standards of corporate governance, and commitment to sustainable practices. Credit rating upgrades from S&P and Moody's in March 2025 reflect its improved financial health and strategic positioning. The company has been recognized for its outstanding operational performance, particularly in its senior housing segment, driven by healthy occupancy gains and margin expansion. In April 2025, a shareholder alert regarding an investigation by Purcell & Lefkowitz LLP was issued.

Welltower is predominantly owned by institutional investors, with ownership ranging from approximately 53.85% to 97.80%. Key institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital International Investors, State Street Corp, and Cohen & Steers Inc. Vanguard Group Inc. is listed as the largest individual Welltower shareholder, owning 14.13% of the company. Individual investors, including company insiders and retail investors, hold the remaining shares, with insiders holding around 0.37% and retail investors around 7.19% according to one source.