WELL RSI Chart
Last 7 days
0.8%
Last 30 days
-1.1%
Last 90 days
2.4%
Trailing 12 Months
34.7%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 6.0B | 6.2B | 6.4B | 6.6B |
2022 | 5.1B | 5.4B | 5.7B | 5.9B |
2021 | 4.4B | 4.4B | 4.6B | 4.7B |
2020 | 5.1B | 5.0B | 4.7B | 4.6B |
2019 | 4.9B | 5.1B | 5.1B | 5.1B |
2018 | 4.4B | 4.4B | 4.6B | 4.7B |
2017 | 4.3B | 4.3B | 4.3B | 4.3B |
2016 | 4.0B | 4.1B | 4.2B | 4.3B |
2015 | 3.4B | 3.6B | 3.7B | 3.9B |
2014 | 3.1B | 3.2B | 3.3B | 3.3B |
2013 | 2.0B | 2.3B | 2.6B | 2.9B |
2012 | 1.5B | 1.6B | 1.7B | 1.8B |
2011 | 670.9M | 886.8M | 1.1B | 1.3B |
2010 | 486.7M | 501.4M | 530.2M | 570.5M |
2009 | 0 | 485.2M | 480.5M | 475.9M |
2008 | 0 | 0 | 0 | 489.9M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 19, 2024 | mcqueen matthew grant | gifted | - | - | -150 | evp, gen.counsel & secretary |
Mar 19, 2024 | mchugh timothy | gifted | - | - | -274 | evp - chief financial officer |
Mar 07, 2024 | lopez dennis g | acquired | 8,191 | 92.04 | 89.00 | - |
Mar 07, 2024 | desalvo karen b | acquired | 3,037 | 92.04 | 33.00 | - |
Mar 01, 2024 | desalvo karen b | acquired | - | - | 2,157 | - |
Mar 01, 2024 | rivera sergio | acquired | - | - | 2,157 | - |
Mar 01, 2024 | patton ade j. | acquired | - | - | 2,157 | - |
Mar 01, 2024 | reid diana | acquired | - | - | 2,157 | - |
Mar 01, 2024 | lopez dennis g | acquired | - | - | 3,559 | - |
Mar 01, 2024 | spisso johnese | acquired | - | - | 2,157 | - |
Which funds bought or sold WELL recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 26, 2024 | HighPoint Advisor Group LLC | new | - | 782,000 | 782,000 | 0.06% |
Mar 22, 2024 | Livelsberger Financial Advisory | new | - | 343,939 | 343,939 | 0.31% |
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -3.44 | 1,166,660 | 19,724,300 | 0.01% |
Mar 15, 2024 | B. Riley Wealth Advisors, Inc. | reduced | -5.22 | 121,932 | 2,943,200 | 0.08% |
Mar 12, 2024 | Spartan Planning & Wealth Management | reduced | -70.79 | -131,670 | 62,398 | 0.07% |
Mar 11, 2024 | VANGUARD GROUP INC | added | 6.41 | 1,132,710,000 | 7,748,370,000 | 0.17% |
Mar 08, 2024 | ICA Group Wealth Management, LLC | new | - | 100,287 | 100,287 | 0.02% |
Mar 08, 2024 | TRUST CO OF VERMONT | added | 1.00 | 915 | 9,107 | -% |
Mar 04, 2024 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 874 | 9,558 | -% |
Mar 04, 2024 | Fortis Group Advisors, LLC | added | 100 | 4,922 | 9,018 | -% |
Unveiling Welltower Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Peers (Alternatives to Welltower Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMT | 92.0B | 11.1B | 67.33 | 8.26 | ||||
CCI | 45.8B | 7.0B | 30.53 | 6.57 | ||||
AVB | 26.1B | 2.8B | 28.1 | 9.43 | ||||
ARE | 21.9B | 2.9B | 211.79 | 7.61 | ||||
AMH | 13.1B | 1.6B | 30.39 | 8.17 | ||||
REG | 11.1B | 1.3B | 30.46 | 8.4 | ||||
BXP | 9.9B | 3.3B | 52.15 | 3.03 | ||||
MID-CAP | ||||||||
FRT | 8.4B | 1.1B | 35.55 | 7.44 | ||||
MAC | 3.7B | 884.1M | -13.45 | 4.17 | ||||
SLG | 3.5B | 899.4M | -6.17 | 3.87 | ||||
SMALL-CAP | ||||||||
AAT | 1.3B | 441.2M | 20.37 | 2.99 | ||||
AIV | 1.2B | 198.2M | -7.47 | 5.93 | ||||
MFA | 1.1B | 605.6M | 14.31 | 1.89 | ||||
NYMT | 650.5M | 258.7M | -13.37 | 2.51 | ||||
IVR | 461.8M | 277.9M | -29.12 | 1.66 |
Welltower Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 5.3% | 1,750 | 1,662 | 1,665 | 1,561 | 1,519 | 1,474 | 1,473 | 1,396 | 1,309 | 1,240 | 1,141 | 1,052 | 1,122 | 1,037 | 1,188 | 1,259 | 1,263 | 1,266 | 1,320 | 1,272 | 1,241 |
Costs and Expenses | 4.6% | 1,662 | 1,590 | 1,513 | 1,523 | 1,512 | 1,468 | 1,363 | 1,345 | 1,241 | 1,149 | 1,134 | 1,048 | 1,152 | 1,118 | 1,184 | 1,183 | 1,097 | 1,188 | 1,158 | 1,136 | - |
Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1,188 | 1,158 | 1,136 | 1,157 |
S&GA Expenses | -3.9% | 44.00 | 46.00 | 44.00 | 44.00 | 41.00 | 35.00 | 37.00 | 38.00 | 33.00 | 32.00 | 31.00 | 30.00 | 28.00 | 31.00 | 34.00 | 35.00 | 27.00 | 31.00 | 34.00 | 35.00 | 31.00 |
EBITDA Margin | 2.3% | 0.36* | 0.35* | 0.35* | 0.34* | 0.34* | 0.35* | 0.37* | 0.35* | 0.36* | 0.34* | 0.32* | 0.32* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -1.3% | 155 | 157 | 152 | 144 | 140 | 140 | 128 | 122 | 122 | 123 | 122 | 123 | 121 | 125 | 126 | 142 | 132 | 137 | 141 | 145 | 144 |
Income Taxes | -204.0% | -4.77 | 5.00 | 4.00 | 3.00 | -4.09 | 3.00 | 3.00 | 5.00 | 2.00 | 5.00 | -2.22 | 4.00 | 0.00 | 2.00 | 2.00 | 5.00 | -4.83 | 4.00 | 2.00 | 2.00 | 2.00 |
Earnings Before Taxes | 21.1% | 87.00 | 72.00 | 152 | 38.00 | 7.00 | 6.00 | 109 | 51.00 | 69.00 | 91.00 | 7.00 | 4.00 | -30.15 | -81.34 | 4.00 | 76.00 | 166 | 78.00 | 162 | 136 | 84.00 |
EBT Margin | 25.4% | 0.05* | 0.04* | 0.03* | 0.03* | 0.03* | 0.04* | 0.06* | 0.04* | 0.04* | 0.02* | -0.02* | -0.02* | - | - | - | - | - | - | - | - | - |
Net Income | -34.4% | 88.00 | 135 | 106 | 29.00 | 2.00 | -2.65 | 96.00 | 66.00 | 66.00 | 190 | 46.00 | 72.00 | 164 | 395 | 159 | 329 | 224 | 590 | 138 | 280 | 102 |
Net Income Margin | 27.3% | 0.05* | 0.04* | 0.02* | 0.02* | 0.03* | 0.04* | 0.08* | 0.07* | 0.08* | 0.10* | 0.16* | 0.18* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -15.6% | 371 | 439 | 416 | 376 | 253 | 356 | 395 | 325 | 283 | 353 | 335 | 304 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 5.7% | 44,012 | 41,655 | 40,064 | 38,494 | 37,893 | 37,414 | 36,574 | 35,472 | 34,910 | 33,480 | 32,176 | 32,992 | 32,484 | 32,542 | 33,163 | 32,923 | 33,381 | 31,864 | 33,149 | 30,637 | 30,342 |
Cash Equivalents | -22.8% | 1,994 | 2,582 | 2,204 | 572 | 632 | 425 | 442 | 367 | 347 | 363 | 809 | 2,559 | 2,021 | 2,155 | 1,826 | 393 | 386 | 331 | 360 | 407 | 316 |
Goodwill | 0% | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 |
Liabilities | -1.1% | 17,640 | 17,836 | 17,871 | 16,898 | 16,499 | 16,957 | 16,700 | 16,294 | 15,912 | 15,308 | 14,933 | 15,945 | 15,259 | 15,250 | 15,899 | 15,427 | 16,398 | 15,168 | 16,696 | 14,139 | 14,331 |
Shareholder's Equity | 10.7% | 25,404 | 22,954 | 21,824 | 21,204 | 20,295 | 20,057 | 19,454 | 18,732 | 18,597 | 17,783 | 16,851 | 16,691 | 16,882 | 16,961 | 16,937 | 17,066 | 16,507 | 16,226 | 15,970 | 16,048 | 15,587 |
Retained Earnings | 0.9% | 9,145 | 9,061 | 8,934 | 8,831 | 8,805 | 8,809 | 8,815 | 8,726 | 8,664 | 8,605 | 8,425 | 8,399 | 8,328 | 8,164 | 7,838 | 7,659 | 7,354 | 7,130 | 6,540 | 6,402 | 6,122 |
Additional Paid-In Capital | 8.9% | 32,742 | 30,056 | 28,085 | 27,160 | 26,743 | 25,289 | 24,465 | 23,620 | 23,134 | 22,149 | 21,162 | 20,814 | 20,823 | 20,835 | 20,837 | 20,818 | 20,190 | 19,797 | 19,740 | 19,654 | 18,424 |
Shares Outstanding | 2.2% | 516 | 504 | 496 | 492 | 462 | 455 | 454 | 447 | 425 | 428 | 417 | 417 | - | - | - | - | - | - | - | - | - |
Minority Interest | 9.2% | 677 | 620 | 619 | 756 | 715 | 887 | 898 | 836 | 961 | 920 | 930 | 892 | 909 | 853 | 888 | 934 | 966 | 960 | 975 | 969 | 954 |
Float | - | - | - | 41,131 | - | - | - | 38,132 | - | - | - | 35,092 | - | - | - | 21,562 | - | - | - | 32,987 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -15.6% | 371 | 439 | 416 | 376 | 253 | 356 | 395 | 325 | 283 | 353 | 335 | 304 | 255 | 298 | 400 | 412 | 326 | 355 | 511 | 344 | 373 |
Share Based Compensation | -4.6% | 8.00 | 9.00 | 11.00 | 9.00 | 7.00 | 6.00 | 6.00 | 7.00 | 3.00 | 5.00 | 5.00 | 6.00 | 7.00 | 7.00 | 7.00 | 7.00 | 5.00 | 5.00 | 8.00 | 8.00 | 5.00 |
Cashflow From Investing | -154.1% | -3,144 | -1,237 | -393 | -932 | -419 | -1,199 | -1,276 | -808 | -1,527 | -1,783 | -1,065 | -139 | 18.00 | 1,188 | 992 | 150 | -990 | 1,473 | -2,728 | 197 | -253 |
Cashflow From Financing | 76.8% | 2,138 | 1,209 | 1,632 | 470 | 457 | 831 | 969 | 505 | 1,229 | 987 | -1,020 | 372 | -414 | -1,161 | 40.00 | -544 | 710 | -1,853 | 2,173 | -452 | -81.19 |
Dividend Payments | 6.1% | 338 | 319 | 303 | 300 | 298 | 283 | 277 | 273 | 265 | 261 | 255 | 255 | 255 | 253 | 256 | 355 | - | - | - | - | - |
Buy Backs | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Consolidated Statements Of Comprehensive Income - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||||||||
---|---|---|---|---|---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |||||||
Revenues: | |||||||||
Revenue from contract with customer | $ 4,753,804 | $ 4,173,711 | $ 3,197,223 | ||||||
Rental income | 1,556,073 | 1,451,786 | 1,374,695 | ||||||
Interest income | 168,354 | 150,571 | 137,563 | ||||||
Other income | 159,764 | 84,547 | 32,634 | ||||||
Total revenues | 6,637,995 | 5,860,615 | 4,742,115 | ||||||
Expenses: | |||||||||
Property operating expenses | 3,947,776 | 3,558,770 | 2,774,562 | ||||||
Depreciation and amortization | 1,401,101 | 1,310,368 | 1,037,566 | ||||||
Interest expense | 607,846 | 529,519 | 489,853 | ||||||
General and administrative expenses | 179,091 | 150,390 | 126,727 | ||||||
Loss (gain) on derivatives and financial instruments, net | (2,120) | 8,334 | (7,333) | ||||||
Loss (gain) on extinguishment of debt, net | 7 | 680 | 49,874 | ||||||
Provision for loan losses, net | 9,809 | 10,320 | 7,270 | ||||||
Impairment of assets | 36,097 | 17,502 | 51,107 | ||||||
Other expenses | 108,341 | 101,670 | 41,739 | ||||||
Total expenses | 6,287,948 | 5,687,553 | 4,571,365 | ||||||
Income (loss) from continuing operations before income taxes and other items | 350,047 | 173,062 | 170,750 | ||||||
Income tax (expense) benefit | (6,364) | (7,247) | (8,713) | ||||||
Income (loss) from unconsolidated entities | (53,442) | (21,290) | (22,933) | ||||||
Gain (loss) on real estate dispositions, net | 67,898 | 16,043 | 235,375 | ||||||
Income (loss) from continuing operations | 358,139 | 160,568 | 374,479 | ||||||
Net income | 358,139 | 160,568 | 374,479 | ||||||
Less: Net income (loss) attributable to noncontrolling interests | [1] | 18,045 | 19,354 | 38,341 | |||||
Net income (loss) attributable to common stockholders | $ 340,094 | $ 141,214 | $ 336,138 | ||||||
Weighted average number of common shares outstanding: | |||||||||
Basic (in shares) | 515,629 | 462,185 | 424,976 | ||||||
Diluted (in shares) | 518,701 | 465,158 | 426,841 | ||||||
Basic: | |||||||||
Income (loss) from continuing operations (in USD per share) | $ 0.69 | $ 0.35 | $ 0.88 | ||||||
Net income (loss) attributable to common stockholders (in USD per share) | 0.66 | 0.31 | 0.79 | ||||||
Diluted: | |||||||||
Income (loss) from continuing operations (in USD per share) | 0.69 | 0.35 | 0.88 | ||||||
Net income (loss) attributable to common stockholders (in USD per share) | [2] | $ 0.66 | $ 0.30 | $ 0.78 | |||||
Other comprehensive income (loss): | |||||||||
Foreign currency translation gain (loss) | $ 223,920 | $ (466,910) | $ (52,826) | ||||||
Derivative and financial instruments designated as hedges gain (loss) | (245,095) | 442,620 | 79,702 | ||||||
Total other comprehensive income (loss) | (21,175) | (24,290) | 26,876 | ||||||
Total comprehensive income (loss) | 336,964 | 136,278 | 401,355 | ||||||
Less: Total comprehensive income (loss) attributable to noncontrolling interests | [3] | 27,637 | (6,545) | 38,029 | |||||
Total comprehensive income (loss) attributable to common stockholders | $ 309,327 | $ 142,823 | $ 363,326 | ||||||
|
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Real property owned: | ||
Land and land improvements | $ 4,697,824 | $ 4,249,834 |
Buildings and improvements | 37,796,553 | 33,651,336 |
Acquired lease intangibles | 2,166,470 | 1,945,458 |
Real property held for sale, net of accumulated depreciation | 372,883 | 133,058 |
Construction in progress | 1,304,441 | 1,021,080 |
Less accumulated depreciation and amortization | (9,274,814) | (8,075,733) |
Net real property owned | 37,063,357 | 32,925,033 |
Right of use assets, net | 350,969 | 323,942 |
Real estate loans receivable, net of credit allowance | 1,361,587 | 890,844 |
Net real estate investments | 38,775,913 | 34,139,819 |
Other assets: | ||
Investments in unconsolidated entities | 1,636,531 | 1,499,790 |
Goodwill | 68,321 | 68,321 |
Cash and cash equivalents | 1,993,646 | 631,681 |
Restricted cash | 82,437 | 90,611 |
Straight-line rent receivable | 443,800 | 322,173 |
Receivables and other assets | 1,011,518 | 1,140,838 |
Total other assets | 5,236,253 | 3,753,414 |
Total assets | 44,012,166 | 37,893,233 |
Liabilities: | ||
Unsecured credit facility and commercial paper | 0 | 0 |
Senior unsecured notes | 13,552,222 | 12,437,273 |
Secured debt | 2,183,327 | 2,110,815 |
Lease liabilities | 383,230 | 415,824 |
Accrued expenses and other liabilities | 1,521,660 | 1,535,325 |
Total liabilities | 17,640,439 | 16,499,237 |
Redeemable noncontrolling interests | 290,605 | 384,443 |
Equity: | ||
Common stock | 565,894 | 491,919 |
Capital in excess of par value | 32,741,949 | 26,742,750 |
Treasury stock | (111,578) | (111,001) |
Cumulative net income | 9,145,044 | 8,804,950 |
Cumulative dividends | (16,773,773) | (15,514,097) |
Accumulated other comprehensive income (loss) | (163,160) | (119,707) |
Total Welltower Inc. stockholders’ equity | 25,404,376 | 20,294,814 |
Noncontrolling interests | 676,746 | 714,739 |
Total equity | 26,081,122 | 21,009,553 |
Total liabilities and equity | $ 44,012,166 | $ 37,893,233 |
 | Mr. Shankh S. Mitra |
---|---|
 | www.welltower.com |
 | 514 |