InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$234.85

2026-10-16

Market Cap

$169.2B

Volume

1.8M

52-Wk High

$255.20

52-Wk Low

$172.50

Trailing PE

121.7

P/S

13.42

Gross Margin

38.8%

Net Margin

10.7%

ROE

3%

ROIC

1%

Piotroski

5/9

Altman Z

4.5

1-Yr Return

+37.1%

5-Yr Return

+221.1%

Welltower Inc. (NYSE:WELL), an S&P 500 company based in Toledo, Ohio, is a leader in reshaping healthcare infrastructure. This Real Estate Investment Trust (REIT) strategically collaborates with premier operators in seniors housing, post-acute care, and health systems. Their core mission is to finance the vital property assets required to expand innovative care delivery models, thereby enhancing overall public wellness and healthcare experiences. Welltower's portfolio encompasses a variety of properties, including seniors housing, post-acute communities, and outpatient medical facilities, all situated primarily within key, rapidly growing markets across the United States, Canada, and the United Kingdom.

SectorReal EstateIndustryREIT - Healthcare FacilitiesExchangeNYSEMarket Cap$169.2BEmployees712 (SEC-filed)CEOShankh S. MitraIPO1980-03-19CountryUS

4500 Dorr Street, Toledo, OH 43615-4040 · Tel 419-247-2800 · welltower.com

INSIDERSTREET SCORE66 / 100Street mean $259.92 (12 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALNET BUYING$2.4M open-market purchases vs $0.0M sales / 6 mo

INSIDERSTREET
SCORE66of 100

Score Breakdown

Profitability	32/100
Growth	71/100
Momentum	96/100
Quality	70/100
Earnings Quality	94/100
Balance Sheet	44/100
Value	42/100
Risk (safety)	100/100
Overall	66.4/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
VTR	53
PLD	64
EQIX	70
AMT	57
SPG	57
DLR	36
WELL	66

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 74 in 25 Q2, latest 66 — -8 since. Fell in 3 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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1 Year vs S&P 500 · WELL +37.1% · S&P 500 +15.9% · spread +21.2pp

7 Years vs S&P 500 · WELL +221.1% · S&P 500 +189.9% · spread +31.3pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY66 / 100IS Score 66.4 / 100 · -7.8 from peak of 74

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 72 / 100 · Power +43 · 19 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 66 and price structure at 72 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 66.4	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 69 → 64 → 72 → 66	the direction matters more than the level
Technical vote share back above 50%	now 91%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,600 → now 1,600	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score4 of 4top 0% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)2 buys2026-03-30

Insider Buys (180d)4$2.41M

ETF Funds (30d)1431 up / 1083 downnet +348 funds

Institutions Added (13F)108managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,600 · latest 1,600 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,600	717.9M	$149.4B	101.9%	ex-outlier 90.8%
2026 Q1	1,492	674.5M	$121.9B	95.7%
2025 Q4	1,432	676.4M	$115.3B	96.0%
2025 Q3	1,330	626.8M	$101.9B	88.9%
2025 Q2	1,260	649.4M	$91.7B	92.1%
2025 Q1	1,230	638.2M	$90.2B	90.5%
2024 Q4	1,127	619.8M	$72.0B	87.9%
2024 Q3	1,054	601.1M	$70.9B	85.3%
2024 Q2	995	584.9M	$60.0B	83.0%
2024 Q1	958	563.3M	$51.9B	79.9%
2023 Q4	928	538.6M	$47.9B	76.4%
2023 Q3	818	513.2M	$41.5B	72.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2026-06 reads 101.86%. Institutions cannot hold more of a company than exists. The reported 717.9M shares exceed the 704.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 78,049,214 shares against 74,003,756 the prior quarter, a 1x jump, which alone would be 11.1% of the company. Excluding that filing, ownership is 90.8%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Mchugh Timothy	Co-President and CFO	2026-09-29	GIFT	2,150	—	884,647
Gundlach Andrew	director	2026-08-26	BUY	2,500	$0.61M	27,500
Gundlach Andrew	director	2026-08-26	BUY	2,500	$0.61M	30,000
Gundlach Andrew	director	2026-08-25	BUY	2,500	$0.60M	22,500
Gundlach Andrew	director	2026-08-25	BUY	2,500	$0.60M	25,000
Lopez Dennis G	director	2026-08-20	A-Award	73	$0.02M	18,598
Mitra Shankh	director, CEO	2026-06-26	GIFT	3,852	—	72,642
Mitra Shankh	director, CEO	2026-05-31	A-Award	17	$0.00M	76,494

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
P — Open-market purchases	4	10,000	$2.4M	Counted
G — Gifts	3	6,164	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalNet Buying

Open-Market Sells$0.0M0 txns / 6 mo

Open-Market Buys$2.4M4 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2025-04-30	Desalvo Karen B	4,000	$0.6M
2024-12-09	Kenneth J. Bacon	2,200	$0.3M
2024-06-04	Bacon Kenneth J	1,800	$0.2M
2024-02-15	Menon Ayesha	8,162	$0.8M
Trailing 12 mo	0 filings	—	$0M

Filed	Form	Reporting person	% of class	Shares
2026-08-07	SCHEDULE 13G/A	Cohen & Steers Ireland Limited	0.02%	0.1M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.55%	52.7M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	6.01%	41.9M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
Jonathan Jackson	House	BUY	$1,001 - $15,000	2026-02-11	2026-03-13
Jonathan Jackson	House	BUY	$1,001 - $15,000	2026-02-11	2026-03-13
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-30	2026-07-20
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-20

House 12-Mo4 trades3 purchases

Senate 12-Mo2 trades2 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,492

13F Shares675M95.7% of shares out

New / Closed181 / 101positions, QoQ

Increased / Reduced665 / 439positions, QoQ

Put/Call (13F)1.00option positions

Free Float99.9%720M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Congress Asset Management Co	696,783	$160M
Ifm Investors Pty Ltd	313,917	$72M
Fjarde Ap-Fonden /Fourth Swedish N	287,521	$66M
Czech National Bank	207,087	$48M
Wealth Enhancement Advisory Servic	178,568	$40M
Td Waterhouse Canada Inc.	141,372	$32M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VGSNX	9.1%	$6.1B
VGSLX	9.1%	$6.1B
VNQ	9.1%	$6.1B
VITSX	0.2%	$5.3B
VTI	0.2%	$5.3B
VSMPX	0.2%	$5.3B

13F Filers Holding WELL — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session61.7%2026-10-15

20-Day Avg58.5%50-day 59.8%

TrendFalling20d vs 50d

By Market CenterQ: 62% · N: 63% · B: 71%latest session

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Weekly Notional ($B)

Where WELL Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	3.3M	51 sh
Ubsa Ubs Ats	2.9M	54 sh
Sgmt Sigma X2	1.8M	48 sh
Ebxl Level Ats	1.6M	27 sh
Bids Bids Ats	1.5M	447 sh
Mlix Instinct X	1.4M	75 sh

Where a dollar of Welltower Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$7.9B	73%
UNITED KINGDOM	$2.2B	20%
CANADA	$734M	7%

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WELL (live moat model)Peer median: VTR · PLD · EQIX · AMT · SPG

Component scores from the live moat model. Peer median illustrative.

Moat score 52/100 — Weak; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Shankh S. Mitra	Chief Executive Officer & Director
Nikhil Chaudhri	Co-President & Chief Investment Officer
Timothy G. McHugh	Co-President & Chief Financial Officer
John F. Burkart	Vice Chairman & Chief Operating Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 6recent quarters

Avg Surprise-2.4%

Next Report2026-10-26

Income Quality2.09OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

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Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+2.7%	+22.6%	+12.2%	+21.2%	+35.8%
Gross profit	-2.7%	+14.6%	+14.1%	+19.5%	+38.2%
Operating income	+4.9%	-2.2%	+26.0%	+21.8%	-69.0%
Net income	-65.7%	-58.0%	+140.8%	+179.8%	-1.6%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	4.7	5.8	6.5	7.9	10.7
Cost of revenue	2.8	3.6	3.9	4.8	6.5
Gross profit	1.9	2.2	2.5	3.0	4.2
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.1	0.2	0.2	0.2	1.7
Operating income	0.8	0.7	0.9	1.1	0.4
EBITDA	1.7	2.0	2.4	2.8	2.3
D&A	1.1	1.3	1.4	1.7	2.1
Pretax income	0.4	0.2	0.4	1.0	1.0
Income tax	0.0	0.0	0.0	0.0	-0.0
Net income	0.3	0.1	0.3	1.0	0.9
Diluted EPS ($)	0.78	0.30	0.66	1.57	1.39
Diluted shares (M)	427	465	519	609	680

Operating CF$3B

CapEx$0B

Free cash flow$3B

SBC$2B

Buybacks$0B

Net cash change$1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.6	2.0	3.5	5.0
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	2.4	2.9	3.5	4.7
Total current assets	3.1	5.0	7.2	9.9
PP&E (net)	0.3	0.4	1.2	2.2
Goodwill + intangibles	0.1	0.1	0.8	0.0
Total assets	37.9	44.0	51.0	67.3
Accounts payable	0.2	0.2	0.2	0.3
Short-term debt	0.0	0.0	0.0	0.0
Deferred revenue	0.4	0.4	0.4	0.5
Total current liabilities	1.2	1.1	1.4	1.9
Long-term debt	14.5	15.7	15.5	19.2
Total liabilities	16.5	17.6	18.5	24.1
Shareholders' equity	21.4	26.4	32.6	43.2

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.2	0.3	1.0	1.0
D&A	1.3	1.4	1.7	2.1
Stock-based compensation	0.0	0.0	0.1	1.6
Working capital change	(0.1)	(0.1)	(0.0)	(0.3)
Operating cash flow	1.3	1.6	2.3	2.9
Capital expenditures	(0.0)	(0.1)	(0.1)	(0.0)
Investing cash flow	(3.7)	(5.7)	(5.5)	(10.5)
Buybacks	0.0	0.0	0.0	0.0
Dividends paid	(1.1)	(1.3)	(1.5)	(1.9)
Debt issuance / (repay)	0.4	0.7	(0.6)	2.6
Financing cash flow	2.8	5.4	4.9	9.0
Free cash flow	1.3	1.6	2.2	2.8

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	2.0%	0.7%	1.5%	3.3%	2.5%	3%
ROA	1.0%	0.4%	0.8%	2.0%	1.6%	1.9%
ROIC	2.3%	2.1%	2.3%	2.5%	0.6%	1.0%
Gross margin	41.1%	38.4%	39.1%	38.5%	39.2%	38.8%
Operating margin	16.2%	12.9%	14.5%	14.6%	3.3%	5.4%
Net margin	7.1%	2.4%	5.2%	12.1%	8.8%	10.7%
EBITDA margin	36.4%	35.3%	37.1%	35.4%	21.7%	23.9%
FCF margin	26.7%	22.5%	24.2%	26.2%	26.9%	—
VALUATION
P/E	101.11	208.98	140.61	82.54	140.70	121.7
P/B	1.93	1.45	1.88	2.46	3.13	3.6
P/S	7.22	5.11	7.38	10.00	12.36	13.42
P/FCF	27.06	22.73	30.54	38.15	45.96	63.6
EV/EBITDA	28.24	21.50	25.80	33.04	64.13	62.0
EV/Revenue	10.28	7.59	9.56	11.69	13.89	14.8
Earnings yield	1.0%	0.5%	0.7%	1.2%	0.7%	0.81%
FCF yield	3.7%	4.4%	3.3%	2.6%	2.2%	1.57%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.93	2.63	4.51	5.28	5.34	0.84
Quick ratio	1.93	2.63	4.51	5.28	5.34	0.84
Debt / equity	0.83	0.74	0.63	0.52	0.51	0.42
Debt / assets	42.0%	39.5%	36.6%	32.8%	31.8%	28.2%
Net debt / EBITDA	8.41	7.03	5.88	4.77	7.08	5.89
Interest coverage	1.35	1.33	1.58	1.91	0.26	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.14	0.16	0.16	0.17	0.18	0.18
Receivables turnover	4.40	4.39	4.34	4.85	5.22	2.3
DSO (days)	83	83	84	75	70	—
DPO (days)	18	20	18	15	15	—
Cash conversion cycle	65	63	66	60	55	144
GROWTH (YoY)
Revenue growth	2.7%	22.6%	12.2%	21.2%	35.8%	—
Net income growth	-65.7%	-58.0%	140.8%	179.8%	-1.6%	—
EPS growth	-67.2%	-61.9%	110.7%	143.7%	-12.1%	—
FCF growth	-6.8%	3.4%	20.6%	31.5%	39.3%	—
PER SHARE ($)
EPS (diluted, TTM)	0.77	0.29	0.62	1.50	1.32	1.91
Book value / share	40.20	41.99	45.99	50.38	59.32	67.31
Revenue / share	10.73	11.95	11.73	12.38	15.02	17.90
FCF / share	2.86	2.69	2.83	3.25	4.04	3.78
Cash / share	0.61	1.31	3.61	5.53	7.09	2.79
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	0.0%	0.0%	0.0%	—
Altman Z-Score	1.29	1.10	1.71	2.69	3.40	4.5
Piotroski F-Score	4	6	8	7	7	5/9
Beneish M-Score	-2.03	-2.53	-2.40	-2.29	-5.97	-3.41

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	4.5	Safe (>2.99)	Safe
Income quality	2.09	Cash-backed	OCF ÷ net income
Beneish M-Score	-3.41	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.91
Interest burden	2.87
Operating margin	4.1%
Asset turnover	0.20×
Financial leverage	1.53×
= ROE	3%

Growth Quality (live)	Value
Revenue stability	0.89
Earnings stability	0.57
Earnings persistence	0.92
Revenue CAGR 3y	27.3%
EPS CAGR 3y	98.4%
FCF CAGR 3y	25.1%

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Buyback Yield0.00%

Dividend Yield1.31%

Total Shareholder Return-4.41%cash yield

SBC / Revenue12.4%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
VTR	$44.0B	156.1	2%	4.3%	+21.5%	6/9	+23.4%
PLD	$119.5B	27.7	8%	43.8%	+7.3%	6/9	+4.6%
EQIX	$97.3B	63.2	11%	18.2%	+9.9%	6/9	+22.0%
AMT	$86.3B	25.4	91%	31.6%	+6.7%	6/9	-3.2%
SPG	$66.5B	14.5	134%	27.0%	+15.0%	7/9	—
DLR	$65.3B	81.1	3%	23.6%	+18.7%	5/9	—
PSA	$55.7B	28.4	22%	40.6%	+3.0%	6/9	—
O	$53.1B	40.9	3%	27.8%	+8.6%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

36 Analysts

Str Sell (0)Sell (0)Hold (8)Buy (27)Str Buy (1)

Mean Target (qtr)$259.9212 targets

Target vs. Price+10.7%last-quarter mean

Next Report2026-10-26street $0.65

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$14.21B	$14.26B / $14.12B	$2.86	$2.88 / $2.85	5
FY2027	$16.28B	$16.32B / $16.22B	$3.25	$3.37 / $3.13	6
FY2028	$18.14B	$19.83B / $15.75B	$3.96	$4.77 / $2.74	6

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$251.00	+6.9%	2
Last Quarter	$259.92	+10.7%	12
Last Year	$238.16	+1.4%	37
All Time	$183.03	-22.1%	68

Rolling mean of published targets vs. last close $234.85. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B-

DCF

4/5

ROE

2/5

ROA

2/5

Debt/Eq

4/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

WELL +37.1% vs S&P 500 +15.9% — spread +21.2pp

Sector — XLRE +0.9%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$229.52	+5.33	+2.32%	Above
SMA 50	$233.38	+1.47	+0.63%	Above
SMA 200	$215.89	+18.96	+8.78%	Above
EMA 9	$230.75	+4.10	+1.78%	Above
EMA 21	$230.50	+4.35	+1.89%	Above
EMA 50	$231.43	+3.42	+1.48%	Above
EMA 200	$216.24	+18.61	+8.61%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +4319 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%89

Momentum 25%91

Volume 20%56

Volatility 10%33

Patterns 15%50

This Week91% bullishof 11 price-based votes

4 Weeks Ago18%+73 pts since

12 Weeks Ago100%-9 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$229.52

Price vs SMA 50$233.38

Price vs SMA 200$215.89

EMA 9/21 Cross230.8/230.5

SMA 50/200Golden

ADX DirectionADX 14

Supertrend$237

Parabolic SAR$222

SMA Slope0.300

RSI57.2

Stochastic K/D78/70

StochRSI K/D100/100

Williams %R-18

CCI111

TSI vs Signal-3.7

CMO14.4

ROC3.17%

OBV SignalAccum

Chaikin MF-0.210

MFI40

Force Index2M

Elder Ray Bull6.22

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 70

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$235.34 / $237.49 / $240.34	S1 / S2	$232.49 / $230.34
Bollinger (20,2)	$221.78 – $237.27	Squeeze	Off
52-wk range	$170.58 – $254.24	Off 52-wk high	-7.6%
ATR (14)	$4.82 (2.1%)	Historical vol	18.8%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+2.3%Jan65%

+0.1%Feb45%

+1.0%Mar67%

+3.1%Apr65%

+1.1%May40%

+0.4%Jun45%

+3.4%Jul80%

+2.6%Aug70%

-0.7%Sep45%

+1.3%Oct65%

+1.4%Nov60%

+1.6%Dec60%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	WELL	S&P 500
Weekly volatility (σ, 1y)	3.47%	1.83%
Best / worst week (1y)	+12.1% / -8.7%	—
Max drawdown (5y, monthly)	-53.0%	—
1-week VaR (95%)	-6.5%	—
Beta (5y)	0.76	1.00

WELL EQUITY WEATHER (LIVE)CLOUDY · -5

Trend-7

Momentum+32

Volume+13

Volatility-60

Breadth-50

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 199 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-5.4+18.1 vs industry

Trend-6.9+36.3 vs industry

Momentum+31.8+29.6 vs industry

Volume+13.3+38.3 vs industry

Reading	WELL	REIT - Healthcare Facilities n=43	Real Estate n=2,764	All US symbols n=70,435
Overall	-5.4	-23.5	-28.0	-20.5
Trend	-6.9	-43.1	-37.3	-21.3
Momentum	+31.8	+2.2	-17.0	-15.8
Volume	+13.3	-25.0	-26.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Nikhil Chaudhri Co-President and Chief Inves	$185.8M	100% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	55
Social	53
Governance	61
Composite ESG	56

Composite ESG Trend

Filed	8-K contents	Items
2026-07-28	Other Events; Exhibits	8.01,9.01
2026-07-27	Earnings Release; Exhibits	2.02,9.01
2026-06-01	Regulation FD; Exhibits	7.01,9.01
2026-05-22	Shareholder Vote	5.07
2026-04-29	Other Events; Exhibits	8.01,9.01
2026-04-28	Earnings Release; Exhibits	2.02,9.01
2026-03-10	Entry into Material Definitive Agreement; Financial Statements and Exh	1.01,9.01
2026-02-10	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-28 to 2026-07-27
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	47 rows · 2010 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-01 to 2026-09-29
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-03-27 to 2026-08-07
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Welltower Inc. (WELL)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Institutions holding — 12 quarters

Welltower Inc. (WELL)

Monthly Net Insider Flow (000 shares)

Signal Summary

Welltower Inc. (WELL)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding WELL — quarterly

Institutional Put/Call — quarterly

Welltower Inc. (WELL)

Where WELL Trades in the Dark

Welltower Inc. (WELL)

3.8 · Employees (SEC filings)

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Balance Sheet — Full

Cash Flow Statement — Full

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Street Price Target — Trajectory

Third-Party Composite Rating

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Family Scores (site weights)

Welltower Inc. (WELL)

Welltower Inc. (WELL)

Welltower Inc. (WELL)