NYSE · Real Estate

WELLTOWER INC WELL

Welltower Inc. is a S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults.

Real Estate Investment Trusts

Company profile

Business mix

  • Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults.
  • We believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments.
  • Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture.
  • Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - healthcare facilities?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 101.18 FCF N/A Buyback -11.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.8% $265.9M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $44.0M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $47.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +17.9% +238,011 / 1,329,321
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 19.5% 13F value change +$6.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 30.7% 13F value change +$12.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 142,387 Last 2 periods +80,004 (+56.2%) Total shares 222,391 Value $44.0M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 7.6% 13F value change +$25.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.3% 13F value change +$28.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,186,934 Last 2 periods +158,007 (+13.3%) Total shares 1,344,941 Value $265.9M

Recent mentions

No public mentions.