Latest Thesis
Welltower: senior housing growth is powerful, but the balance sheet sets the ceiling
Welltower reported 2025 revenue of $4.75 billion and Q1 2026 revenue of $1.86 billion. The thesis depends on senior-housing demand, operator execution, cost control, capital access and leverage discipline.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.