WELLTOWER INC. (WELL)

Welltower, Inc. operates as a health care infrastructure company. It invests in seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors? apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's/dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.

Address

4500 DORR STREET
TOLEDO, OH 43615

Founded

1970

Number of Employees

533

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s )
$13,975 $6,497 $10,233 $9,796 $4,529 $11,357 $27,100 $5,112 $106 $2,425 $4,035 $8,651
Average Price $271.45 $81.43 $65.50 $67.16 $59.66 $78.53 $57.53 $67.54 $81.74 $74.00 $91.80 $74.43
# Shares Purchased 51,483 79,793 156,219 145,859 75,918 144,630 471,025 75,683 1,298 32,772 43,953 116,239
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date -52.5% 58.4% 96.9% 92.1% 116.2% 64.3% 124.2% 91.0% 57.8% 74.3% 40.5% 73.3%
S&P 500 Return to Date 181.9% 173.0% 168.6% 129.7% 104.9% 93.1% 74.8% 31.7% 37.3% 31.3% 7.4% 94.0%
Excess Total Return -234.3% -114.5% -71.7% -37.6% 11.4% -28.8% 49.4% 59.4% 20.5% 43.0% 33.1% -20.6%
Quartile Rank
Percentile Rank 16% 50% 59% 66% 77% 65% 80% 89% 83% 93% 94% 79%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.