Welltower Inc. (NYSE:WELL), a REIT and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.

Welltower Inc.

Looking at the sectors faring best as of midday Friday, shares of Energy companies are outperforming other sectors, up 0.6%. Within that group, Halliburton Company (Symbol: HAL) and Baker Hughes Company (Symbol: BKR) are two of the day's stand-outs, showing a gain of 3.4% and 2.3%, respectively. Among energy ETFs, one ETF following the sector is the Energy Select Sector SPDR ETF (Symbol: XLE), which is up 0.6% on the day, and up 5.89% year-to-date. Halliburton Company, meanwhile, is down 14.45% year-to-date, and Baker Hughes Company is up 0.16% year-to-date. Combined, HAL and BKR make up approximately 4.2% of the underlying holdings of XLE.
The next best performing sector is the Financial sector, losing just 0.4%. Among large Financial stocks, Ventas Inc (Symbol: VTR) and Welltower Inc (Symbol: WELL) are the most notable, showing a gain of 2.7% and 1.3%, respectively. One ETF closely tracking Financial stocks is the Financial Select Sector SPDR ETF (XLF), which is down 0.8% in midday trading, and up 8.87% on a year-to-date basis. Ventas Inc, meanwhile, is up 12.73% year-to-date, and Welltower Inc is up 23.80% year-to-date.
Comparing these stocks and ETFs on a trailing twelve month basis, below is a relative stock price performance chart, with each of the symbols shown in a different color as labeled in the legend at the bottom:
Here's a snapshot of how the S&P 500 components within the various sectors are faring in afternoon trading on Friday. As you can see, one sector is up on the day, while eight sectors are down.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Friday Sector Leaders: Energy, Financial

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Global REIT ETF (Symbol: REET) where we have detected an approximate $247.0 million dollar inflow -- that's a 6.3% increase week over week in outstanding units (from 158,550,000 to 168,550,000). Among the largest underlying components of REET, in trading today Welltower Inc (Symbol: WELL) is down about 0.9%, Prologis Inc (Symbol: PLD) is up about 0.6%, and Equinix Inc (Symbol: EQIX) is lower by about 1.1%. For a complete list of holdings, visit the REET Holdings page » The chart below shows the one year price performance of REET, versus its 200 day moving average:
Looking at the chart above, REET's low point in its 52 week range is $20.96 per share, with $27.24 as the 52 week high point — that compares with a last trade of $24.76. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Funds Holding COBR
Funds Holding STPC
DRRX Options Chain
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Inflows: REET, WELL, PLD, EQIX

Below is Validea's guru fundamental report for WELLTOWER INC (WELL). Of the 22 guru strategies we follow, WELL rates highest using our Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
WELLTOWER INC (WELL) is a large-cap growth stock in the Real Estate Operations industry. The rating using this strategy is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of WELLTOWER INC
More Information on Martin Zweig
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

WELL Quantitative Stock Analysis - Martin Zweig

Martin Zweig Detailed Fundamental Analysis - WELL

Shares of Welltower WELL have gained 24.1% in the past six months, outperforming the industry’s upside of 5.7%.
Welltower boasts a well-diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. Given an aging population and an expected rise in senior citizens’ healthcare expenditure, the company’s senior housing operating (SHO) segment is well-poised to benefit from this positive trend. The outpatient medical (OM) portfolio is expected to benefit from favorable outpatient visit trends in the near term.
Analysts seem positive on this healthcare REIT, currently carrying a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for its 2025 funds from operations (FFO) per share has been revised three cents northward to $5.02 over the past month.
Image Source: Zacks Investment Research
Let us decipher the possible factors behind the surge in the stock price.
The senior citizens’ population is expected to rise in the years ahead. As a result, the national healthcare expenditure by senior citizens, who constitute a major customer base of healthcare services and incur higher healthcare expenditures than the average population, is likely to increase in the upcoming period. Muted new supply has also been a tailwind for this industry. Capitalizing on these positive aspects, WELL’s SHO portfolio is well-prepared for compelling multiyear revenue growth. For 2025, management anticipates the same-store SHO net operating income to grow within 16.5-21.5%.
Historically, there has been a favorable outpatient visit trend compared with inpatient admissions. Banking on this, the company is optimizing its OM portfolio, growing relationships with health system partners and deploying capital in strategic acquisitions. Given the favorable secular trends and growing need for value-based care, the company’s efforts to strengthen its OM footprint will boost long-term growth.
Welltower has been actively banking on its growth opportunities through acquisitions. In March 2025, Welltower announced that it is under contract to acquire the Amica Senior Lifestyles portfolio from Ontario Teachers' Pension Plan for C$4.6 billion. The deal, subject to customary regulatory approvals, is expected to close in late 2025 or early 2026. The company has also been disposing of assets simultaneously. In the first quarter of 2025, Welltower completed pro rata property dispositions of $381 million and loan repayments of $123 million.
Welltower has a healthy balance sheet position and ample liquidity to meet near-term obligations and fund its development pipeline. As of March 31, 2025, it had $8.6 billion of available liquidity, including $3.6 billion of cash & restricted cash and full capacity under its $5 billion line of credit. As of March 31, 2025, the net debt to adjusted EBITDA was 3.33X, improving from 4.03X year over year. Moreover, Welltower’s debt maturities are well-laddered, with a weighted average maturity of 5.8 years, thereby enhancing its financial flexibility.
With the above-mentioned factors, we believe the rising trend in the stock is expected to continue in the near term.
Key Risks for WELL
A competitive landscape in the senior housing market and tenant concentration in its triple-net portfolio are likely to weigh on Welltower.
Stocks to Consider
Some better-ranked stocks from the broader REIT sector are VICI Properties VICI and Medical Properties Trust MPW, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for VICI’s 2025 FFO per share has moved one cent northward to $2.34 over the past two months.
The Zacks Consensus Estimate for MPW’s 2025 FFO per share has moved one cent northward to 57 cents over the past month.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Only $1 to See All Zacks' Buys and Sells
We're not kidding.
Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.
Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Medical Properties Trust, Inc. (MPW) : Free Stock Analysis Report
Welltower Inc. (WELL) : Free Stock Analysis Report
VICI Properties Inc. (VICI) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

Welltower Stock Gains 24.1% in Six Months: Will it Continue to Rise?

Investors in Welltower Inc (Symbol: WELL) saw new options begin trading today, for the August 15th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the WELL options chain for the new August 15th contracts and identified one put and one call contract of particular interest.
The put contract at the $150.00 strike price has a current bid of $2.95. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $150.00, but will also collect the premium, putting the cost basis of the shares at $147.05 (before broker commissions). To an investor already interested in purchasing shares of WELL, that could represent an attractive alternative to paying $151.63/share today.
Because the $150.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 58%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 1.97% return on the cash commitment, or 12.38% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Welltower Inc, and highlighting in green where the $150.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $155.00 strike price has a current bid of $2.45. If an investor was to purchase shares of WELL stock at the current price level of $151.63/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $155.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 3.84% if the stock gets called away at the August 15th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if WELL shares really soar, which is why looking at the trailing twelve month trading history for Welltower Inc, as well as studying the business fundamentals becomes important. Below is a chart showing WELL's trailing twelve month trading history, with the $155.00 strike highlighted in red:
Considering the fact that the $155.00 strike represents an approximate 2% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 55%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 1.62% boost of extra return to the investor, or 10.17% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 26%, while the implied volatility in the call contract example is 23%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $151.63) to be 22%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
SRPT Insider Buying
Funds Holding CBOE
CAT Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

August 15th Options Now Available For Welltower

Below is Validea's guru fundamental report for WELLTOWER INC (WELL). Of the 22 guru strategies we follow, WELL rates highest using our Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
WELLTOWER INC (WELL) is a large-cap growth stock in the Real Estate Operations industry. The rating using this strategy is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
REVENUE GROWTH IN RELATION TO EPS GROWTH:
FAIL
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
FAIL
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
PASS
LONG-TERM EPS GROWTH:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of WELLTOWER INC
WELL Guru Analysis
WELL Fundamental Analysis
More Information on Martin Zweig
Martin Zweig Portfolio
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Real Estate ETF (Symbol: IYR) where we have detected an approximate $202.9 million dollar outflow -- that's a 5.9% decrease week over week (from 37,600,000 to 35,400,000). Among the largest underlying components of IYR, in trading today Prologis Inc (Symbol: PLD) is up about 1%, American Tower Corp (Symbol: AMT) is up about 0.8%, and Welltower Inc (Symbol: WELL) is up by about 2.2%. For a complete list of holdings, visit the IYR Holdings page » The chart below shows the one year price performance of IYR, versus its 200 day moving average:
Looking at the chart above, IYR's low point in its 52 week range is $81.53 per share, with $104.04 as the 52 week high point — that compares with a last trade of $93.25. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs experienced notable outflows »
Also see:
Centene DMA
WFC market cap history
BCAB Videos
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Outflows: IYR, PLD, AMT, WELL

Below is Validea's guru fundamental report for WELLTOWER INC (WELL). Of the 22 guru strategies we follow, WELL rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong and consistent intermediate-term relative performance.
WELLTOWER INC (WELL) is a large-cap growth stock in the Real Estate Operations industry. The rating using this strategy is 88% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
DEFINE THE UNIVERSE:
PASS
TWELVE MINUS ONE MOMENTUM:
PASS
RETURN CONSISTENCY
NEUTRAL
SEASONALITY
NEUTRAL
Detailed Analysis of WELLTOWER INC
WELL Guru Analysis
WELL Fundamental Analysis
More Information on Wesley Gray
Wesley Gray Portfolio
About Wesley Gray: Wesley Gray is the founder of Alpha Architect and the author (along with co-author Jack Vogel) of "Quantitative Momentum A Practitioner's Guide to Building a Momentum-Based Stock Selection System". He is also the author (along with co-author Tobias Carlisle) of "Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors". He is an industry recognized expert in the application of quantitative investing strategies. Wes is also a former Marine and has his Phd from the Univerisity of Chicago, where he studied under Nobel Prize winner Eugene Fama.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Small-Cap Value Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea Detailed Fundamental Analysis - WELL

Below is Validea's guru fundamental report for WELLTOWER INC (WELL). Of the 22 guru strategies we follow, WELL rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong and consistent intermediate-term relative performance.
WELLTOWER INC (WELL) is a large-cap growth stock in the Real Estate Operations industry. The rating using this strategy is 88% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
DEFINE THE UNIVERSE:
PASS
TWELVE MINUS ONE MOMENTUM:
PASS
RETURN CONSISTENCY
PASS
SEASONALITY
NEUTRAL
Detailed Analysis of WELLTOWER INC
WELL Guru Analysis
WELL Fundamental Analysis
More Information on Wesley Gray
Wesley Gray Portfolio
About Wesley Gray: Wesley Gray is the founder of Alpha Architect and the author (along with co-author Jack Vogel) of "Quantitative Momentum A Practitioner's Guide to Building a Momentum-Based Stock Selection System". He is also the author (along with co-author Tobias Carlisle) of "Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors". He is an industry recognized expert in the application of quantitative investing strategies. Wes is also a former Marine and has his Phd from the Univerisity of Chicago, where he studied under Nobel Prize winner Eugene Fama.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Small-Cap Value Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.