Sector rotation remains a powerful strategy, especially in real estate, allowing investors to capitalize on shifting market sentiment and valuation extremes. Welltower is priced for perfection after a strong run, but its high valuation and emerging industry risks make taking profits appealing now. Realty Income offers a compelling entry point with a high yield, reasonable valuation, and potential upside if interest rates decline.
Welltower Inc. is a dominant, well-managed healthcare REIT benefiting from strong secular tailwinds like aging demographics and wellness trends. The company's competitive advantages include a customer-focused culture, visionary leadership, and early adoption of data science and AI to drive growth. Despite strong revenue growth and a solid balance sheet, Welltower's current valuation appears stretched, with a low dividend yield and consistent shareholder dilution.
Aging population, a rise in senior citizens' healthcare expenditures, and favorable outpatient visit trends are likely to support WELL's performance.
![]() WELL In 3 weeks Estimated | Quarterly | $0.67 Per Share |
![]() WELL 2 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 4 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 8 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 11 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 10 May 2024 Paid | Quarterly | $0.61 Per Share |
28 Jul 2025 (In 1 week) Date | | 0.45 Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Feb 2025 Date | | 0.41 Cons. EPS | 0.34 EPS |
28 Oct 2024 Date | | 0.38 Cons. EPS | 0.73 EPS |
29 Jul 2024 Date | | 0.34 Cons. EPS | 0.42 EPS |
![]() WELL In 3 weeks Estimated | Quarterly | $0.67 Per Share |
![]() WELL 2 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 4 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 8 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 11 months ago Paid | Quarterly | $0.67 Per Share |
![]() WELL 10 May 2024 Paid | Quarterly | $0.61 Per Share |
28 Jul 2025 (In 1 week) Date | | 0.45 Cons. EPS | - EPS |
28 Apr 2025 Date | | - Cons. EPS | - EPS |
11 Feb 2025 Date | | 0.41 Cons. EPS | 0.34 EPS |
28 Oct 2024 Date | | 0.38 Cons. EPS | 0.73 EPS |
29 Jul 2024 Date | | 0.34 Cons. EPS | 0.42 EPS |
REIT - Healthcare Facilities Industry | Real Estate Sector | Shankh S. Mitra CEO | XDUS Exchange | US95040Q1040 ISIN |
US Country | 685 Employees | 25 Feb 2025 Last Dividend | 4 Sep 1985 Last Split | 2 Jan 2001 IPO Date |