WELLTOWER INC.
At today's price, WELLTOWER INC. (WELL) is priced for today's economics sustained for ~16.2 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Welltower owns senior housing, medical-office, and triple-net healthcare real estate, and its senior-housing operating portfolio is in a powerful occupancy-and-rate recovery, with that segment now driving 74% of same-store NOI, up from 57% a year ago [Source: Welltower Q1 2026 results, April 28 2026]. • The recovery is producing real numbers: total same-store NOI grew 16.4% in the first quarter, led by 22.1% growth in senior housing on rising occupancy and 5% RevPOR gains, and management rais
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1,438 institutional managers reported holding WELL in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 52%. 146 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 18.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WELL's share count grew 67.6% over the past five years. It pays a dividend, and has paid one every year in our records (16 and counting), raised 2 years straight; the current rate is $2.82 a share annually. Cash returned over the past three years: $4.60B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at WELL over the trailing three years: 2025: 2 buys totaling $3.03M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WELL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | +1.7% | -2.3% |
| 2023-11-01 | +2.8% | +4.1% |
| 2024-02-16 | -0.3% | -1.9% |
| 2024-05-01 | -1.5% | +11.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WELL's latest 8-K filings: 2026-07-13 (items 8.01, 9.01); 2026-06-01 (items 7.01, 9.01); 2026-05-22 (items 5.07); 2026-04-29 (items 8.01, 9.01); 2026-04-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.