Welltower Surges 28.9% YTD as Senior Housing Demand and Acquisitions Drive Growth Ranks 363rd in $0.28 Billion Trading Volume

On August 19, 2025, Welltower (WELL) rose 0.71% with a trading volume of $0.28 billion, ranking 363rd in market activity. The stock has surged 28.9% year to date, outpacing its sector. Strong performance is attributed to robust growth in its senior housing operating (SHO) segment, driven by rising demand for healthcare real estate amid an aging population. Second-quarter normalized FFO per share reached $1.28, exceeding expectations and reflecting a 21.9% year-over-year increase. Same-store net operating income (SSNOI) in the SHO portfolio accelerated, prompting a raised 2025 FFO guidance to $5.10 per share.

Strategic acquisitions bolstered Welltower’s growth trajectory. The company acquired 48 skilled nursing facilities for $990.9 million and announced a $4.6 billion deal for Amica Senior Lifestyles. Portfolio repositioning and capital recycling expanded its geographic footprint and operator diversification. As of June 30, 2025, Welltower maintained $9.5 billion in liquidity, with a net debt to adjusted EBITDA ratio of 2.93X, down from 3.68X a year prior. Debt maturities are staggered with a weighted average maturity of 5.8 years, supporting long-term flexibility.

Risks include tenant concentration in triple-net leases and competitive pressures in senior housing. Despite these, the company’s focus on value-based care partnerships and outpatient optimization positions it for sustained revenue growth. Analysts maintain a cautious stance, assigning a Zacks Rank #3 (Hold) to the stock.

The strategy of buying the top 500 stocks by daily trading volume and holding them for one day yielded a total profit of $2,940 from December 2022 to August 2025. During this period, the maximum drawdown was -$1,960, indicating a volatile yet ultimately positive return profile with a peak-to-trough decline of 19.6%.