Professional
Added to YB: 2025-05-02
Pitch date: 2025-03-31
WELL [neutral]
Welltower Inc.
+22.79%
current return
Author Info
No bio for this author
Company Info
Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company.
Market Cap
$97.2B
Pitch Price
$152.07
Price Target
N/A
Dividend
1.80%
EV/EBITDA
35.50
P/E
86.02
EV/Sales
13.01
Sector
Health Care REITs
Category
growth
Baron Real Estate Fund Portfolio Holding: Welltower Inc.
WELL (holding update): Senior housing REIT offering both defensive (needs-based service for wealthy seniors) and offensive plays. Strong Q results show above-industry rent/occupancy growth. Positioned for cyclical recovery post-COVID + secular demographic tailwinds against limited supply. Recent C$4.6B Amica luxury portfolio acquisition was accretive, below replacement cost.
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