Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 2.90% is 38% above its 5-year average of 2.10%, near the high end of its 5-year range (0.51%–3.69%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.85% above its 12-month average of 2.79%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
2.90%
RETURN ON EQUITY (ROE) AVG TTM
2.79%
RETURN ON EQUITY (ROE) AVG 3Y
2.29%
RETURN ON EQUITY (ROE) AVG 5Y
2.10%
RETURN ON EQUITY (ROE) AVG 10Y
4.01%
RETURN ON EQUITY (ROE) AVG 15Y
3.78%
RETURN ON EQUITY (ROE) AVG 20Y
4.29%
CURRENT VS TTM AVG
+3.85%
CURRENT VS 3Y AVG
+26.54%
CURRENT VS 5Y AVG
+37.77%
CURRENT VS 10Y AVG
-27.73%
CURRENT VS 15Y AVG
-23.36%
CURRENT VS 20Y AVG
-32.38%
SECTOR MEDIAN · REAL ESTATE
7.63%
median of 38 covered companies
CURRENT VS SECTOR MEDIAN
-61.97%
vs the sector median at left
Welltower Inc.
Market Cap
$171.02B
Return on Equity (ROE)
2.90%
TTM Avg
2.79%
3Y Avg
2.29%
5Y Avg
2.10%
Market Cap
$129.22B
Return on Equity (ROE)
7.83%
TTM Avg
6.67%
3Y Avg
6.35%
5Y Avg
6.47%
Market Cap
$102.74B
Return on Equity (ROE)
10.66%
TTM Avg
7.78%
3Y Avg
7.36%
5Y Avg
6.25%
Market Cap
$81.88B
Return on Equity (ROE)
90.83%
TTM Avg
67.97%
3Y Avg
50.74%
5Y Avg
49.13%
Market Cap
$70.11B
Return on Equity (ROE)
2.91%
TTM Avg
4.26%
3Y Avg
3.91%
5Y Avg
4.52%
Market Cap
$68.71B
Return on Equity (ROE)
107.08%
TTM Avg
84.60%
3Y Avg
78.22%
5Y Avg
69.40%
Market Cap
$56.90B
Return on Equity (ROE)
3.34%
TTM Avg
2.45%
3Y Avg
2.65%
5Y Avg
2.60%
Market Cap
$56.24B
Return on Equity (ROE)
22.24%
TTM Avg
20.31%
3Y Avg
26.31%
5Y Avg
23.67%
Market Cap
$43.71B
Return on Equity (ROE)
1.82%
TTM Avg
1.38%
3Y Avg
0.46%
5Y Avg
1.10%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Welltower Inc. (WELL) | $171.02B | 2.90% | 2.79% | 2.29% | 2.10% |
| Prologis, Inc. (PLD)vs › | $129.22B | 7.83% | 6.67% | 6.35% | 6.47% |
| Equinix, Inc. (EQIX)vs › | $102.74B | 10.66% | 7.78% | 7.36% | 6.25% |
| American Tower Corporation (AMT)vs › | $81.88B | 90.83% | 67.97% | 50.74% | 49.13% |
| Digital Realty Trust, Inc. (DLR)vs › | $70.11B | 2.91% | 4.26% | 3.91% | 4.52% |
| Simon Property Group, Inc. (SPG)vs › | $68.71B | 107.08% | 84.60% | 78.22% | 69.40% |
| Realty Income Corporation (O)vs › | $56.90B | 3.34% | 2.45% | 2.65% | 2.60% |
| Public Storage (PSA)vs › | $56.24B | 22.24% | 20.31% | 26.31% | 23.67% |
| Ventas, Inc. (VTR)vs › | $43.71B | 1.82% | 1.38% | 0.46% | 1.10% |
| CBRE Group, Inc. (CBRE)vs › | $41.19B | 15.49% | 12.27% | 13.60% | 14.42% |
ROE
2.9%
ROA
1.9%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 2.90% |
| 2026-03-31 | 3.21% |
| 2025-12-31 | 2.22% |
| 2025-09-30 | 2.48% |
| 2025-06-30 | 3.15% |
| 2025-03-31 | 3.19% |
| 2024-12-31 | 2.98% |
| 2024-09-30 | 3.02% |
| 2024-06-30 | 2.05% |
| 2024-03-31 | 1.60% |
| 2023-12-31 | 1.34% |
| 2023-09-30 | 1.10% |
| 2023-06-30 | 0.56% |
| 2023-03-31 | 0.51% |
| 2022-12-31 | 0.70% |
| 2022-09-30 | 1.06% |
| 2022-06-30 | 2.10% |
| 2022-03-31 | 1.82% |
| 2021-12-31 | 1.91% |
| 2021-09-30 | 2.62% |
| 2021-06-30 | 3.69% |
| 2021-03-31 | 4.68% |
| 2020-12-31 | 6.13% |
| 2020-09-30 | 6.45% |
| 2020-06-30 | 8.12% |
| 2020-03-31 | 7.82% |
| 2019-12-31 | 7.93% |
| 2019-09-30 | 7.35% |
| 2019-06-30 | 4.05% |
| 2019-03-31 | 4.22% |
| 2018-12-31 | 5.50% |
| 2018-09-30 | 4.14% |
| 2018-06-30 | 4.19% |
| 2018-03-31 | 4.36% |
| 2017-12-31 | 3.62% |
| 2017-09-30 | 6.60% |
| 2017-06-30 | 8.35% |
| 2017-03-31 | 8.54% |
| 2016-12-31 | 7.28% |
| 2016-09-30 | 5.93% |
| 2016-06-30 | 5.04% |
| 2016-03-31 | 5.80% |
| 2015-12-31 | 6.06% |
| 2015-09-30 | 6.41% |
| 2015-06-30 | 6.08% |
| 2015-03-31 | 4.49% |
| 2014-12-31 | 3.89% |
| 2014-09-30 | 2.54% |
| 2014-06-30 | 1.80% |
| 2014-03-31 | 1.24% |
| 2013-12-31 | 1.27% |
| 2013-09-30 | 1.94% |
| 2013-06-30 | 2.07% |
| 2013-03-31 | 3.05% |
| 2012-12-31 | 2.89% |
| 2012-09-30 | 2.27% |
| 2012-06-30 | 2.91% |
| 2012-03-31 | 2.91% |
| 2011-12-31 | 3.05% |
| 2011-09-30 | 3.23% |
| 2011-06-30 | 2.42% |
| 2011-03-31 | 1.87% |
| 2010-12-31 | 2.67% |
| 2010-09-30 | 2.92% |
| 2010-06-30 | 3.87% |
| 2010-03-31 | 4.21% |
| 2009-12-31 | 5.09% |
| 2009-09-30 | 4.83% |
| 2009-06-30 | 6.36% |
| 2009-03-31 | 9.18% |
| 2008-12-31 | 8.86% |
| 2008-09-30 | 9.52% |
| 2008-06-30 | 10.50% |
| 2008-03-31 | 5.86% |
| 2007-12-31 | 5.88% |
| 2007-09-30 | 5.11% |
| 2007-06-30 | 4.91% |
| 2007-03-31 | 5.35% |
| 2006-12-31 | 5.19% |
| 2006-09-30 | 7.22% |
| 2006-06-30 | 7.13% |
| 2006-03-31 | 6.00% |
| 2005-12-31 | 5.89% |
| 2005-09-30 | 5.58% |
| 2005-06-30 | 5.33% |
| 2005-03-31 | 6.57% |
| 2004-12-31 | 6.39% |
| 2004-09-30 | 6.24% |
| 2004-06-30 | 7.47% |
| 2004-03-31 | 7.27% |
| 2003-12-31 | 7.20% |
| 2003-09-30 | 7.03% |
| 2003-06-30 | 8.19% |
