Welltower Inc. (WELL) Total Return:39.71%(TTM)
The total return cagr for Welltower Inc. (WELL) is +39.71% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +12.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in WELL
$599,194
(59.9x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+12.2%
1-Year Total Return
+39.7%
Current Dividend Yield
1.43%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +37.6% | +39.7% | +2.1% |
| 3 Years | +36.6% | +39.5% | +2.9% |
| 5 Years | +21.3% | +24.3% | +3.0% |
| 10 Years | +11.1% | +15.2% | +4.1% |
| 15 Years | +9.8% | +14.3% | +4.6% |
| 20 Years | +9.3% | +14.5% | +5.2% |
About Welltower Inc.
Welltower Inc. (NYSE:WELL), an S&P 500 company based in Toledo, Ohio, is a leader in reshaping healthcare infrastructure. This Real Estate Investment Trust (REIT) strategically collaborates with premier operators in seniors housing, post-acute care, and health systems. Their core mission is to finance the vital property assets required to expand innovative care delivery models, thereby enhancing overall public wellness and healthcare experiences. Welltower's portfolio encompasses a variety of properties, including seniors housing, post-acute communities, and outpatient medical facilities, all situated primarily within key, rapidly growing markets across the United States, Canada, and the United Kingdom.
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- CEO
- Shankh S. Mitra