Welltower Inc. (WELL) reported a significant 16.9% year-to-date increase in its stock price, surpassing the healthcare real estate industry’s 12.6% growth, supported by an aging population and robust demand in its seniors housing operating (SHO) portfolio. As of the first quarter of 2026, the company recorded a 16.4% year-over-year growth in same-store net operating income, driven by a 22.1% increase in its SHO segment.
The company’s investment activities are noteworthy, with $3.3 billion in gross investments completed in Q1 2026 and an additional $7.2 billion either closed or under contract. Furthermore, Welltower anticipates $4.3 billion in property dispositions to fund its ongoing expansion in seniors housing, having sold 60 outpatient medical properties for $1.38 billion during the same period. The recent acquisitions of Barchester and HC-One added substantial revenue, contributing $238.8 million and $289.1 million, respectively, in Q1 2026.
As of March 31, 2026, Welltower held $11.1 billion in available liquidity, including $4.8 billion in cash. The company’s net debt to adjusted EBITDA ratio stood at 2.73X, and it repaid $700 million of senior unsecured notes in April 2026. Despite a competitive landscape and rising interest expenses posing risks, analysts expect Welltower’s upward trend in stock performance to continue.
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