Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3.3B | $0.7B | $0.6B | $0.7B | 22.0% | 16.9% |
| 2025-12-31 | $3.1B | $0.1B | $-0.9B | $0.6B | 3.1% | -30.1% |
| 2025-09-30 | $2.6B | $0.3B | $0.5B | $0.9B | 10.7% | 18.1% |
| 2025-06-30 | $2.5B | $0.3B | $0.4B | $0.8B | 12.0% | 17.6% |
| 2025-03-31 | $2.4B | $0.3B | $0.4B | $0.6B | 10.8% | 15.8% |
| 2024-12-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
| 2024-09-30 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-28 | 1.02 | 0.72 | +42.4% |
| 2026-02-10 | 0.14 | 0.42 | -66.8% |
| 2025-10-27 | 0.55 | 0.53 | +3.1% |
| 2025-07-28 | 0.45 | 0.44 | +3.4% |
| 2025-04-28 | 0.40 | 0.38 | +5.3% |
| 2025-02-11 | 0.34 | 0.41 | -17.6% |
| 2024-10-28 | 0.41 | 0.35 | +17.0% |
| 2024-07-29 | 0.39 | 0.31 | +25.1% |
| 2024-04-29 | 0.34 | 0.21 | +60.2% |
| 2024-02-13 | 0.25 | 0.21 | +19.3% |
| 2023-10-30 | 0.25 | 0.17 | +45.8% |
| 2023-07-31 | 0.18 | 0.16 | +13.2% |
| 2023-05-02 | 0.14 | 0.12 | +24.9% |
| 2023-02-15 | 0.12 | 0.06 | +107.2% |
| 2022-11-07 | 0.05 | 0.17 | -67.9% |
| 2022-08-09 | 0.17 | 0.17 | -1.1% |
| 2022-05-10 | 0.13 | 0.17 | -22.0% |
| 2022-02-15 | 0.17 | 0.16 | +5.4% |
| 2021-11-04 | 0.13 | 0.22 | -39.9% |
| 2021-07-29 | 0.21 | 0.14 | +42.5% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Real Estate
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| PLD | $132B | 35.7 | 41.7 | 14.1 | 25.9 | 2.5 | 75.6% | 8.3% | 65.2% | 3.67% |
| AMT | $87B | 30.2 | 27.1 | 8.1 | 19.5 | 24.8 | 74.0% | 6.8% | 76.9% | 5.29% |
| EQIX | $108B | 75.8 | 57.1 | 11.4 | 29.8 | 7.6 | 51.6% | 12.1% | 20.0% | 2.52% |
| WELL ★ | $141B | 96.6 | 59.5 | 12.0 | 51.6 | 3.3 | 39.9% | 38.3% | 157.9% | 1.84% |
| DLR | $67B | 49.6 | 65.1 | 10.6 | 29.6 | 2.9 | 55.3% | 16.7% | 67.6% | 4.89% |
| SPG | $78B | 14.2 | 30.5 | 11.7 | 19.5 | 12.9 | 81.6% | 19.3% | 16.4% | 3.21% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 50.05%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 74,003,756 | 10.48% |
| Vanguard Capital Management LLC | 45,352,434 | 6.42% |
| Vanguard Portfolio Management LLC | 41,863,049 | 5.93% |
| State Street Corporation | 41,560,777 | 5.89% |
| Cohen & Steers Inc. | 35,845,277 | 5.08% |
| Capital International Investors | 35,817,366 | 5.07% |
| FMR, LLC | 22,175,983 | 3.14% |
| Bank of America Corporation | 21,750,501 | 3.08% |
| Geode Capital Management, LLC | 17,767,889 | 2.52% |
| Price (T.Rowe) Associates Inc | 17,215,818 | 2.44% |
Insider activity · 90d
No insider trades for WELL in last 90d.
Analyst estimates
yfinanceConsensus: buy (mean 1.6). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 8-K | 2026-06-01 | 8-K | view · |
| 4 | 2026-05-27 | 4 | view · |
| 4 | 2026-05-26 | 4 | view · |
| 8-K | 2026-05-22 | 8-K | view · |
| 4 | 2026-05-05 | 4 | view · |
| 4 | 2026-05-01 | 4 | view · |
| 8-K | 2026-04-29 | 8-K | view · |
| 10-Q | 2026-04-29 | 10-Q | view · |
| 8-K | 2026-04-28 | 8-K | view · |
| DEF 14A | 2026-04-10 | DEF 14A | view · |
| 8-K | 2026-03-10 | 8-K | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-27 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 4 | 2026-02-18 | 4 | view · |
| 10-K | 2026-02-12 | 10-K | view · |
| 8-K | 2026-02-10 | 8-K | view · |
| 4 | 2026-01-20 | 4 | view · |
| 4 | 2026-01-05 | 4 | view · |
| 4 | 2026-01-05 | 4 | view · |
| 4 | 2025-12-16 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-12-02 | 4 | view · |
| 4 | 2025-11-21 | 4 | view · |
| 4 | 2025-10-31 | 4 | view · |
| 4 | 2025-10-31 | 4 | view · |
| 4 | 2025-10-31 | 4 | view · |
| 4 | 2025-10-31 | 4 | view · |
| 4 | 2025-10-31 | 4 | view · |
| 8-K | 2025-10-28 | 8-K | view · |
| 10-Q | 2025-10-28 | 10-Q | view · |
| 8-K | 2025-10-27 | 8-K | view · |
| 8-K | 2025-10-27 | 8-K | view · |
| 4 | 2025-08-25 | 4 | view · |
| 8-K | 2025-08-04 | 8-K | view · |
| 8-K | 2025-07-29 | 8-K | view · |
| 10-Q | 2025-07-29 | 10-Q | view · |
| 8-K | 2025-07-28 | 8-K | view · |
| 4 | 2025-07-02 | 4 | view · |
| 8-K | 2025-06-27 | 8-K | view · |
| 4 | 2025-06-17 | 4 | view · |
| 4 | 2025-06-10 | 4 | view · |
| 4 | 2025-06-10 | 4 | view · |
| 4 | 2025-06-10 | 4 | view · |
| 4 | 2025-06-10 | 4 | view · |
| 4 | 2025-06-10 | 4 | view · |
About
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. 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 growth for our existing investors, our North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.