Welltower is the leading senior housing REIT benefiting from the multi-year occupancy and RevPOR recovery as boomer demographics accelerate demand and new supply remains constrained. SHOP segment operating leverage compounding. Active capital recycling via JVs.
Thesis reviewed May 29, 2026
Welltower Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπReal Estate22AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| CCI | Crown Castle Inc. | 28 | +1% | β8% | NEUTRAL |
| AMT | American Tower Corporation | 28 | +5% | β8% | EARLY |
| O | Realty Income Corporation | 28 | +2% | β8% | NEUTRAL |
| WELL | Welltower Inc. | 28 | +9% | β8% | EARLY |
| PLD | Prologis, Inc. | 20 | +7% | β8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 20 | +13% | β8% | EARLY |
| EMAAR.DU | Emaar Properties PJSC | 18 | +11% | β8% | EARLY |
Investors who hold WELL may also have indirect exposure through these country funds.
Welltower Q1 2026 SHOP same-store NOI +24% YoY
Senior housing starts at multi-decade lows; supply constrained through 2028
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jonathan JacksonIL | D | Buy | $1kβ$15k | Feb 11, 26 |