Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
WELL [bullish]
Welltower Inc.
-0.57%
current return
Author Info
No bio for this author
Company Info
Welltower Inc. is a S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada.
Market Cap
$154.3B
Pitch Price
$217.24
Price Target
N/A
Dividend
1.35%
EV/EBITDA
55.33
P/E
106.89
EV/Sales
14.51
Sector
Health Care REITs
Category
growth
Baron Durable Advantage Fund New Position: Welltower Inc.
WELL (holding update): Premium senior housing w/ 20% same-store NOI growth, 28% YoY earnings. 'Needs-based' service in best micro-markets serves high net worth demographic. Cyclical recovery (post-COVID occupancy) + secular tailwinds (aging population, limited supply) = multi-year organic growth runway. Mgmt emphasizes physical assets as AI-resistant moat. Strong capital allocators positioned for durable advantage.
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