What is the 13F Pro Quality Score for WELL?

13F Pro ranks WELLTOWER INC. (WELL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WELL's current score at https://13fpro.ai/company/WELL (free sign-up required for the full ranking).

Where does 13F Pro source WELL data?

All WELLTOWER INC. fundamentals and ownership data come directly from SEC EDGAR. WELLTOWER INC. files with the SEC under CIK 766704. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WELL in?

WELLTOWER INC. (WELL) is classified in the Real Estate sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/real-estate.

What drives WELL's revenue?

Per WELLTOWER INC.'s latest 10-Q filed with the SEC on 2026-07-28, the biggest revenue drivers are: Seniors Housing Operating ($2,995M, +52% YoY); Triple-net ($415M, +52% YoY); Non-segment/Corporate ($88.6M, +2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WELL.

What are WELL's largest expenses?

WELLTOWER INC.'s latest 10-Q reports these as the largest expense items: Property operating expenses ($2.15B); Depreciation and amortization ($738M); Interest expense ($182M). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is WELL research updated on 13F Pro?

WELL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WELLTOWER INC.(WELL)Stock Analysis

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Why WELL Scores 60/100

exact factor attribution · 2026-08-29

WELL's composite is driven by free cash flow and profitability, held back by revenue growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.8 pts

95th pct

Profitability

+6.7 pts

95th pct

Scale

+2.4 pts

66th pct

Earnings growth

+2.1 pts

91th pct

Institutional flow

+1.6 pts

82th pct

Earnings quality

+1.0 pts

60th pct

▲2

Capital efficiency

+0.4 pts

54th pct

Shareholder dilution

-1.9 pts

12th pct

Revenue growth

-9.2 pts

4th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WELL Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI stock analysis and institutional research for WELLTOWER INC. (WELL), a Real Estate sector company. 13F Pro tracks WELL using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), WELLTOWER INC. reports quarterly revenue of $3.4B, net income of $752.3M. Top institutional holders of WELL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WELL trades on the NYSE exchange and files with the SEC under CIK 766704. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WELL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WELLTOWER INC. directly from SEC EDGAR. WELLTOWER INC.'s 13F Pro composite quality score has ranged between 52 and 77 since 2021, currently 59.8 — a declining long-term trajectory across 64 quarterly and live scoring snapshots.

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Fun facts about WELLTOWER INC.

Quirks, history, and lore behind WELL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. real estate investment trust · large-cap · listed on the NYSE · headquartered in Ohio.
2
The Numbers
One of the largest REITs in the country by market cap, owning a portfolio of roughly 1,500+ properties across the U.S., Canada, and the U.K.
3
The History
Founded in 1970, it spent decades quietly building a niche in healthcare-related real estate long before aging demographics made that sound like a genius idea.
4
The Secret
Its tenants aren't retailers or office workers — they're senior housing operators, hospital systems, and outpatient medical providers paying rent on clinics and care facilities.
5
The Lore
It has partnered with some of the biggest names in health systems and senior care, betting that 75 million Baby Boomers aging into their 80s is the most reliable macro trend in real estate.
6
The Giveaway
Its ticker is literally a synonym for good health, and its entire empire is built on the premise that getting old requires a lot of real estate — senior housing, medical offices, and long-term care, coast to coast.

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What's Driving WELL's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from WELLTOWER INC.'s 10-Q filed 2026-07-28 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose to $3.54B from $2.55B as Seniors Housing Operating revenue jumped 52% to $3.0B on the Amica, Barchester and HC-One acquisitions.

Biggest Revenue Drivers

Seniors Housing Operating$2,995M+52% YoY

Acquisitions including Amica, Barchester and HC-One, plus continued occupancy and rate growth

Triple-net$415M+52% YoY

Acquisitions completed during the trailing twelve months and annual rent increases

Biggest Revenue Drivers

Total revenue: $3.54B

Seniors Housing Operating$2,995M+52% YoY

Acquisitions including Amica, Barchester and HC-One, plus continued occupancy and rate growth

Within Seniors Housing Operating

United Kingdom$1,127M31.8% of total revenue vs 16.4% prior ye

Triple-net$415M+52% YoY

Acquisitions completed during the trailing twelve months and annual rent increases

Non-segment/Corporate$88.6M+2% YoY

Interest income up 25% on increased advances on loans receivable

Outpatient Medical$45.8M-78% YoY

Properties sold during fourth quarter 2025 and throughout 2026 under the $7.2 billion portfolio disposition

Largest Expense Items

Property operating expenses$2.15B

Seniors Housing Operating property expenses rose 48% primarily due to acquisitions; compensation was $1.34B

Depreciation and amortization$738M

Fluctuates as a result of acquisitions, dispositions and segment transitions

Interest expense$182M

Senior unsecured notes interest of $129M, up 24%, on net issuances, extinguishments and foreign exchange movement

General and administrative expenses$67.5M+5% YoY

1.96% of consolidated revenues year-to-date versus 2.57% a year ago

Margins: Consolidated NOI rose 35% to $1.39B and same store NOI rose 17%, led by Seniors Housing Operating SSNOI +21% on average occupancy of 87.6% versus 85.6%.

Watch Items from the Filing

Relationship concentration: Barchester 11% of NOI, Cogir 8%, Care UK 6%, Avir Health 6%, Oakmont 4%; top five were 26% of NOI in 2025.
Outpatient Medical is being sold: 311 of 319 properties disposed through June 30, 2026 under a $7.2B agreement; segment NOI now 3% of total.
Geographic shift: U.K. is 31.8% of revenue versus 16.4% a year ago; U.K. assets are $18.1B of $69.9B total.
Company announced it has closed or expects to close more than $5 billion of seniors housing acquisitions in the second half of 2026.
Genesis notes receivable of $124.7M remain in the deteriorated loan category following Chapter 11 proceedings; total credit allowance $28.8M.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$3.4B

Net Income

Q1 2026

$752.3M

ROIC

Q1 2026

2.2%

D/E Ratio

Q1 2026

0.41

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+35.6% YoY

$10.84BFY 2025

FY22 $5.86BFY23 $6.64BFY24 $7.99BFY25 $10.84B

Net Income

-1.6% YoY

$936.8MFY 2025

FY22 $141.2MFY23 $340.1MFY24 $951.7MFY25 $936.8M

EPS (Diluted)

-11.5% YoY

$1.39FY 2025

FY22 $0.30FY23 $0.66FY24 $1.57FY25 $1.39

Total Assets

+31.9% YoY

$67.30BFY 2025

FY22 $37.89BFY23 $44.01BFY24 $51.04BFY25 $67.30B

Total Debt

+23.9% YoY

$19.20BFY 2025

FY22 $14.71BFY23 $15.74BFY24 $15.50BFY25 $19.20B

Op. Cash Flow

+27.7% YoY

$2.88BFY 2025

FY22 $1.33BFY23 $1.60BFY24 $2.26BFY25 $2.88B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$10.84B +35.6%	$7.99B +20.4%	$6.64B +13.3%	$5.86B +23.6%	$4.74B +3.0%	$4.61B
Net Income	$936.8M -1.6%	$951.7M +179.8%	$340.1M +140.8%	$141.2M -58.0%	$336.1M	—
EPS (Diluted)	$1.39 -11.5%	$1.57 +137.9%	$0.66 +120.0%	$0.30 -61.5%	$0.78 -66.5%	$2.33
Total Assets	$67.30B +31.9%	$51.04B +16.0%	$44.01B +16.1%	$37.89B +8.5%	$34.91B +7.5%	$32.48B
Total Debt	$19.20B +23.9%	$15.50B -1.5%	$15.74B +6.9%	$14.71B +5.8%	$13.91B +484.9%	$2.38B
Operating Cash Flow	$2.88B +27.7%	$2.26B +40.9%	$1.60B +20.6%	$1.33B +4.2%	$1.28B -6.6%	$1.36B

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Available Research

13F Pro tracks comprehensive data for WELLTOWER INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WELL

BlackRock, Inc.
$17.7B78,049,214 sh
VANGUARD CAPITAL MANAGEMENT LLC
$10.5B46,118,974 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$9.9B43,449,568 sh
STATE STREET CORP
$9.6B42,138,810 sh
Capital International Investors
$9.0B39,500,055 sh
COHEN & STEERS, INC.
$8.4B36,821,274 sh
Capital World Investors
$4.5B20,028,842 sh
BANK OF AMERICA CORP /DE/
$4.4B19,496,361 sh
FMR LLC
$4.4B19,451,466 sh
PRICE T ROWE ASSOCIATES INC /MD/
$4.2B18,490,213 sh

Fund	Value	Shares
BlackRock, Inc.	$17.7B	78,049,214
VANGUARD CAPITAL MANAGEMENT LLC	$10.5B	46,118,974
VANGUARD PORTFOLIO MANAGEMENT LLC	$9.9B	43,449,568
STATE STREET CORP	$9.6B	42,138,810
Capital International Investors	$9.0B	39,500,055
COHEN & STEERS, INC.	$8.4B	36,821,274
Capital World Investors	$4.5B	20,028,842
BANK OF AMERICA CORP /DE/	$4.4B	19,496,361
FMR LLC	$4.4B	19,451,466
PRICE T ROWE ASSOCIATES INC /MD/	$4.2B	18,490,213

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Is WELL a good stock to buy?

13F Pro's AI-powered analysis of WELLTOWER INC. (WELL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WELL are available on the WELL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WELL is classified as a large company.

Which hedge funds own WELL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WELL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WELLTOWER INC.'s investment landscape.