Welltower (WELL) Gains from Investment Securities (2009 - 2026)

Welltower (WELL) reported Gains from Investment Securities of $20.1 million for Q1 2026, down 66.06% year-over-year from $59.2 million in Q1 2025, and down 63.61% quarter-over-quarter from $55.2 million in Q4 2025.

Welltower (WELL) Gains from Investment Securities (2009 - 2026) Analysis & Trends

Welltower (WELL) has 18 years of Gains from Investment Securities data on file, last reported at $20.1 million in Q1 2026.

  • Gains from Investment Securities for Q1 2026 came in at $20.1 million, down 66.06% year-over-year; the trailing twelve-month figure through Mar 2026 was $34.6 million (down 38.01% YoY), and the FY2025 annual result was $73.8 million, up 776.51% from the prior year.
  • Gains from Investment Securities slipped to $20.1 million in Q1 2026 per WELL's latest filing, from $55.2 million in the prior quarter.
  • Over five years, Gains from Investment Securities peaked at $62.1 million in Q3 2023 and troughed at -$40.9 million in Q4 2024.
  • A 5-year average of $10.2 million and a median of $3.4 million in 2023 frame the typical range for Gains from Investment Securities.
  • The sharpest annual moves came in 2023 and 2025: Gains from Investment Securities jumped 4814.89% in 2023, then tumbled 1452.08% in 2025.
  • A 5-year view of Gains from Investment Securities shows it stood at -$3.3 million in 2022, then soared by 209.12% to $3.6 million in 2023, then sank by 1238.05% to -$40.9 million in 2024, then surged by 235.16% to $55.2 million in 2025, then sank by 63.61% to $20.1 million in 2026.
  • Business Quant data shows WELL's Gains from Investment Securities at $20.1 million in Q1 2026, $55.2 million in Q4 2025, and -$338000.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Welltower 144.82 Bn 141.05 Bn 1.30 Bn
2 Ventas 39.06 Bn 38.93 Bn 1.65 Bn
3 Healthpeak Properties 13.76 Bn 14.32 Bn -
4 Omega Healthcare Investors 12.86 Bn 13.12 Bn -
5 American Healthcare REIT 8.89 Bn 8.81 Bn 97.60 Mn
6 CareTrust REIT 8.47 Bn 8.48 Bn -
7 Healthcare Realty Trust 6.83 Bn 6.83 Bn -
8 National Health Investors 3.40 Bn 3.41 Bn -
9 Diversified Healthcare Trust 2.05 Bn 1.93 Bn 304.41 Mn
10 Ltc Properties 1.75 Bn 1.82 Bn -

Historic Data

Download Data
DateValue
Mar 31, 2026 20.09 Mn
Mar 31, 2026 20.09 Mn
Dec 31, 2025 55.22 Mn
Dec 31, 2025 55.22 Mn
Sep 30, 2025 -338,000.00
Sep 30, 2025 -338,000.00
Jun 30, 2025 -40.32 Mn
Jun 30, 2025 -40.32 Mn
Mar 31, 2025 59.20 Mn
Mar 31, 2025 59.20 Mn
Dec 31, 2024 -40.86 Mn
Dec 31, 2024 -40.86 Mn
Sep 30, 2024 40.15 Mn
Sep 30, 2024 40.15 Mn
Jun 30, 2024 -2.60 Mn
Jun 30, 2024 -2.60 Mn
Mar 31, 2024 11.72 Mn
Mar 31, 2024 11.72 Mn
Dec 31, 2023 3.59 Mn
Dec 31, 2023 3.59 Mn