ILPT vs. WELL
ILPT (Industrial Logistics Properties Trust) and WELL (Welltower Inc.) are both stocks. Both are in the Real Estate sector — ILPT in REIT - Industrial, WELL in REIT - Healthcare Facilities. Over the past 5 years, ILPT returned -18.52%/yr vs 25.01%/yr for WELL. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
ILPT vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, ILPT achieves a 59.87% return, which is significantly higher than WELL's 27.19% return.
ILPT
- 1D
- 1.65%
- 1M
- -2.70%
- 6M
- 64.68%
- YTD
- 59.87%
- 1Y
- 66.31%
- 3Y*
- 32.92%
- 5Y*
- -18.52%
- 10Y*
- —
- ALL TIME*
- -7.64%
WELL
- 1D
- -0.51%
- 1M
- -0.69%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 43.19%
- 3Y*
- 43.40%
- 5Y*
- 25.01%
- 10Y*
- 15.79%
- ALL TIME*
- 17.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.94M | $3.88M | $4.72M | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
ILPT vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ILPT Industrial Logistics Properties Trust | 59.87% | 55.52% | -21.55% | 45.82% | -86.50% | 13.31% | 10.72% | 21.51% | -13.40% |
WELL Welltower Inc. | 27.19% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 22.21% |
Correlation
The correlation between ILPT and WELL is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2018 | 0.36 |
Over the past year, the correlation between ILPT and WELL has dropped to 0.13 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
Fundamentals
ILPT:
$574.68M
WELL:
$168.93B
ILPT:
-$0.71
WELL:
$2.17
ILPT:
1.25
WELL:
13.21
ILPT:
1.24
WELL:
3.70
ILPT:
$455.39M
WELL:
$12.66B
ILPT:
$50.05M
WELL:
$2.25B
ILPT:
$210.06M
WELL:
$3.08B
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Return for Risk
ILPT vs. WELL — Risk / Return Rank
ILPT
WELL
ILPT vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Industrial Logistics Properties Trust (ILPT) and Welltower Inc. (WELL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ILPT | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 3.52 | -0.28 |
| Martin ratioReturn relative to average drawdown | 7.00 | 8.52 | -1.52 |
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Drawdowns
ILPT vs. WELL - Drawdown Comparison
The maximum ILPT drawdown since its inception was -93.79%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for ILPT and WELL.
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Drawdown Indicators
| ILPT | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.79% | -63.33% | -30.46% |
Max Drawdown (1Y)Largest decline over 1 year | -21.05% | -12.61% | -8.44% |
Max Drawdown (3Y)Largest decline over 3 years | -51.11% | -12.99% | -38.12% |
Max Drawdown (5Y)Largest decline over 5 years | -93.79% | -40.78% | -53.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.33% | — |
Current DrawdownCurrent decline from peak | -66.06% | -6.99% | -59.07% |
Average DrawdownAverage peak-to-trough decline | -44.80% | -10.27% | -34.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.73% | 5.20% | +4.53% |
Volatility
ILPT vs. WELL - Volatility Comparison
Industrial Logistics Properties Trust (ILPT) has a higher volatility of 11.65% compared to Welltower Inc. (WELL) at 7.23%. This indicates that ILPT's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILPT | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.65% | 7.23% | +4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 31.31% | 18.35% | +12.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.77% | 22.30% | +22.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.54% | 23.79% | +33.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.47% | 31.99% | +16.48% |
Dividends
ILPT vs. WELL - Dividend Comparison
ILPT's dividend yield for the trailing twelve months is around 2.90%, more than WELL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILPT Industrial Logistics Properties Trust | 2.90% | 2.17% | 1.10% | 0.85% | 20.80% | 5.27% | 5.67% | 5.89% | 4.73% | 0.00% | 0.00% | 0.00% |
WELL Welltower Inc. | 1.26% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Financials
ILPT vs. WELL - Financials Comparison
This section allows you to compare key financial metrics between Industrial Logistics Properties Trust and Welltower Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ILPT vs. WELL - Profitability Comparison
ILPT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Industrial Logistics Properties Trust reported a gross profit of 97.22M and revenue of 114.12M. Therefore, the gross margin over that period was 85.2%.
WELL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a gross profit of -1.25B and revenue of 3.59B. Therefore, the gross margin over that period was -34.8%.
ILPT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Industrial Logistics Properties Trust reported an operating income of 88.60M and revenue of 114.12M, resulting in an operating margin of 77.6%.
WELL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported an operating income of 656.88M and revenue of 3.59B, resulting in an operating margin of 18.3%.
ILPT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Industrial Logistics Properties Trust reported a net income of -14.46M and revenue of 114.12M, resulting in a net margin of -12.7%.
WELL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Welltower Inc. reported a net income of 445.00M and revenue of 3.59B, resulting in a net margin of 12.4%.
Frequently Asked Questions
ILPT and WELL have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ILPT has higher volatility (11.65%) compared to WELL (7.23%). In terms of maximum drawdown, ILPT dropped -93.79% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.99 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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