Welltower Inc. (WELL) Total Return CAGR:43.74%(TTM)
Over the latest trailing 12-month period, Welltower Inc. (WELL)'s total return cagr is +43.74%. The comparable SPY value is +24.09%. Year-to-date total return is +15.35%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Welltower Inc.'s Total Return CAGR averages 40.67% over 3 years and 24.73% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Welltower Inc.'s investment performance.
WELL Total Return CAGR Chart
Welltower Inc. (WELL)
WELL Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
WELL Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 5405.34 | 6235.11 | +829.77 | +15.35% | +15.35% |
| 2025 | 3606.89 | 5405.34 | +1798.45 | +49.86% | +49.86% |
| 2024 | 2521.13 | 3606.89 | +1085.76 | +43.07% | +43.07% |
| 2023 | 1778.44 | 2521.13 | +742.69 | +41.76% | +41.76% |
| 2022 | 2255.99 | 1778.44 | -477.54 | -21.17% | -21.17% |
| 2021 | 1646.96 | 2255.99 | +609.03 | +36.98% | +36.98% |
| 2020 | 1995.97 | 1646.96 | -349.01 | -17.49% | -17.49% |
| 2019 | 1622.31 | 1995.97 | +373.65 | +23.03% | +23.03% |
| 2018 | 1407.01 | 1622.31 | +215.30 | +15.30% | +15.30% |
| 2017 | 1404.22 | 1407.01 | +2.79 | +0.20% | +0.20% |
| 2016 | 1358.41 | 1404.22 | +45.81 | +3.37% | +3.37% |
| 2015 | 1440.90 | 1358.41 | -82.49 | -5.72% | -5.72% |
| 2014 | 970.23 | 1440.90 | +470.68 | +48.51% | +48.51% |
| 2013 | 1059.38 | 970.23 | -89.16 | -8.42% | -8.42% |
| 2012 | 896.15 | 1059.38 | +163.23 | +18.21% | +18.21% |
| 2011 | 738.98 | 896.15 | +157.17 | +21.27% | +21.27% |
| 2010 | 646.34 | 738.98 | +92.65 | +14.33% | +14.33% |
| 2009 | 572.71 | 646.34 | +73.63 | +12.86% | +12.86% |
| 2008 | 571.01 | 572.71 | +1.70 | +0.30% | +0.30% |
| 2007 | 520.73 | 571.01 | +50.27 | +9.65% | +9.65% |
| 2006 | 380.12 | 520.73 | +140.61 | +36.99% | +36.99% |
| 2005 | 398.76 | 380.12 | -18.64 | -4.67% | -4.67% |
| 2004 | 351.22 | 398.76 | +47.54 | +13.54% | +13.54% |
| 2003 | 243.83 | 351.22 | +107.39 | +44.04% | +44.04% |
| 2002 | 202.12 | 243.83 | +41.71 | +20.64% | +20.64% |
| 2001 | 121.88 | 202.12 | +80.24 | +65.84% | +65.84% |
| 2000 | 99.03 | 121.88 | +22.84 | +23.07% | +23.07% |
| 1999 | 152.79 | 99.03 | -53.75 | -35.18% | -35.18% |
| 1998 | 152.60 | 152.79 | +0.19 | +0.12% | +0.12% |
| 1997 | 122.19 | 152.60 | +30.41 | +24.88% | +24.88% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 6,235 | +9.0% | +40.1% |
| Q1 2026 | 5,721 | +5.1% | +34.6% |
| Q4 2025 | 5,442 | +8.7% | +50.4% |
| Q3 2025 | 5,006 | +12.5% | +36.2% |
| Q2 2025 | 4,451 | +4.7% | +55.7% |
| Q1 2025 | 4,251 | +17.5% | +64.1% |
| Q4 2024 | 3,617 | -1.6% | +43.3% |
| Q3 2024 | 3,676 | +28.6% | +61.6% |
| Q2 2024 | 2,858 | +10.3% | +29.0% |
| Q1 2024 | 2,591 | +2.6% | +37.8% |
| Q4 2023 | 2,524 | +11.0% | +44.2% |
| Q3 2023 | 2,274 | +2.6% | +23.9% |
| Q2 2023 | 2,216 | +17.8% | +4.1% |
| Q1 2023 | 1,881 | +7.4% | -26.2% |
| Q4 2022 | 1,751 | -4.6% | -21.8% |
| Q3 2022 | 1,835 | -13.8% | -15.4% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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