Welltower Inc. (WELL)
Welltower Inc. is a real estate investment trust that invests in senior housing and healthcare properties. The company owns and operates a diverse portfolio of properties, including assisted living facilities, skilled nursing facilities, and outpatient medical centers. Welltower Inc. has a strong presence in the United States, Canada, and the United Kingdom and is known for its commitment to providing high-quality care to seniors and their families.
Company Info
US95040Q1040
95040Q104
Jan 2, 2001
Highlights
$80.47B
$1.57
82.31
2.19
$7.44B
$1.00B
$2.78B
$83.43 - $140.75
$142.26
2.23%
3.73
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Welltower Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Welltower Inc. had a return of 42.60% year-to-date (YTD) and 42.94% in the last 12 months. Over the past 10 years, Welltower Inc. had an annualized return of 9.48%, while the S&P 500 had an annualized return of 11.23%, indicating that Welltower Inc. did not perform as well as the benchmark.
WELL
42.60%
-8.91%
23.30%
42.94%
13.13%
9.48%
^GSPC (Benchmark)
26.63%
1.18%
10.44%
27.03%
13.30%
11.23%
Monthly Returns
The table below presents the monthly returns of WELL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.06% | 7.23% | 1.39% | 1.97% | 9.48% | 0.56% | 6.71% | 9.10% | 6.09% | 5.35% | 2.95% | 42.60% | |
| 2023 | 14.48% | -0.41% | -3.28% | 10.50% | -5.09% | 8.42% | 1.56% | 1.62% | -1.16% | 2.06% | 7.34% | 1.20% | 41.81% |
| 2022 | 1.00% | -3.15% | 15.43% | -5.54% | -1.21% | -7.57% | 4.85% | -10.54% | -16.09% | -5.10% | 17.42% | -7.72% | -21.18% |
| 2021 | -6.22% | 13.06% | 5.49% | 4.75% | 0.47% | 11.14% | 4.52% | 1.50% | -5.86% | -2.43% | -0.26% | 7.72% | 36.98% |
| 2020 | 3.83% | -11.00% | -38.81% | 11.90% | 0.41% | 2.13% | 3.50% | 8.56% | -4.22% | -2.40% | 18.43% | 2.60% | -17.19% |
| 2019 | 11.64% | -2.99% | 4.43% | -3.96% | 10.21% | 0.38% | 1.95% | 8.83% | 1.22% | 0.04% | -5.76% | -3.30% | 23.04% |
| 2018 | -5.96% | -11.06% | 3.68% | -1.82% | 9.57% | 8.74% | -0.14% | 8.03% | -3.58% | 2.72% | 10.87% | -4.04% | 15.31% |
| 2017 | -0.94% | 7.56% | 0.63% | 0.88% | 2.82% | 3.18% | -1.95% | 0.97% | -4.02% | -4.72% | 2.05% | -5.47% | 0.22% |
| 2016 | -8.54% | 3.91% | 8.72% | 0.12% | 0.44% | 10.54% | 4.15% | -2.17% | -2.58% | -8.35% | -7.18% | 6.61% | 3.38% |
| 2015 | 8.30% | -4.95% | 0.32% | -6.90% | -1.30% | -6.59% | 5.70% | -7.56% | 6.90% | -4.21% | -1.34% | 7.66% | -5.80% |
| 2014 | 8.12% | 2.85% | 1.46% | 5.86% | 1.49% | -0.89% | 1.53% | 7.54% | -7.71% | 14.01% | 4.75% | 2.73% | 48.54% |
| 2013 | 2.53% | 3.33% | 5.88% | 10.40% | -8.33% | -1.47% | -3.79% | -3.57% | 1.53% | 3.96% | -12.61% | -4.32% | -8.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, WELL is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Welltower Inc. (WELL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Welltower Inc. provided a 2.04% dividend yield over the last twelve months, with an annual payout of $2.56 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.56 | $2.44 | $2.44 | $2.44 | $2.70 | $3.48 | $3.48 | $3.48 | $3.44 | $3.30 | $3.18 | $3.06 |
Dividend yield | 2.04% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% | 4.20% | 5.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Welltower Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $2.56 |
| 2023 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $2.44 |
| 2022 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $2.44 |
| 2021 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $2.44 |
| 2020 | $0.00 | $0.87 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $2.70 |
| 2019 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $3.48 |
| 2018 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $3.48 |
| 2017 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $3.48 |
| 2016 | $0.00 | $0.86 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.86 | $0.00 | $3.44 |
| 2015 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.83 | $0.00 | $3.30 |
| 2014 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $3.18 |
| 2013 | $0.77 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.77 | $0.00 | $3.06 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Welltower Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Welltower Inc. was 63.33%, occurring on Mar 18, 2020. Recovery took 330 trading sessions.
The current Welltower Inc. drawdown is 9.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.33% | Sep 5, 2019 | 135 | Mar 18, 2020 | 330 | Jul 9, 2021 | 465 |
| -47.49% | Aug 12, 2008 | 143 | Mar 6, 2009 | 377 | Sep 2, 2010 | 520 |
| -40.78% | Mar 30, 2022 | 134 | Oct 10, 2022 | 338 | Feb 14, 2024 | 472 |
| -32.93% | Jun 27, 2017 | 210 | Apr 26, 2018 | 152 | Nov 30, 2018 | 362 |
| -32.37% | Jan 20, 2015 | 269 | Feb 11, 2016 | 112 | Jul 22, 2016 | 381 |
Volatility
Volatility Chart
The current Welltower Inc. volatility is 5.68%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Welltower Inc. compared to its peers in the REIT - Healthcare Facilities industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WELL in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, WELL has a PE value of 82.3. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WELL in comparison to other companies of the REIT - Healthcare Facilities industry. Currently, WELL has a PEG value of 2.2. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Welltower Inc..
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Income Statement
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