Welltower IncWELLBUYFeb 17, 2026Stock price when the opinion was issued
As of May 29, 2026. Market Open.
Retirement homes have long been winners. Since 2023, shares are up 182%. Are #1 in this space, driven by aging demographics and hardly any senior housing being built. They have aggressively bought other operators in recent years and lifted shares. But it's the most expensive in this group and pays the lowest dividend.
They have 2000 communities of independent and assisted loving for seniors. The cohort of 80+ years is living longer and thanks to stock market and real estate gains, many of them have more money than ever. Is up 49% this year. He doesn't even have a stop loss. Buy it and add slowly. A winner in healthcare REITs.
The best name in real estate, which is hot now. Has owned this July 2024. They hold senior housing. They boast 20% revenue growth for the past 3 years. Consistent.