Welltower (WELL) Long-Term Investments (2009 - 2026)
Welltower (WELL) recorded Long-Term Investments of $2 billion in Q2 2026, up 1.9% from $1.96 billion a year earlier but down 2.1% from the prior quarter.
Welltower (WELL) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Welltower reported Long-Term Investments of $1.81 billion, up 2.3% from FY2024.
- Annual Long-Term Investments has increased for eight straight years, with a five-year compound annual growth rate of 13.8% (FY2020 to FY2025).
- Across earlier years, Long-Term Investments came in at $1.77 billion in FY2024 (+8.1%), $1.64 billion in FY2023 (+9.1%), $1.5 billion in FY2022 (+44.3%) and $1.04 billion in FY2021 (+9.8%).
- Quarterly Long-Term Investments has ranged from $977.96 million in Q3 2021 to $2.05 billion in Q1 2026 over the past five years.
- On a year-over-year basis, Long-Term Investments has increased for 34 consecutive quarters, with growth averaging 7.8% over the last eight quarters.
- Over the past five years, the year-over-year growth in Long-Term Investments ranged from 1.9% (Q2 2026) to 44.3% (Q4 2022).
- Per Business Quant, the preceding three quarters came in at $2.05 billion (Q1 2026), $1.81 billion (Q4 2025) and $1.84 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 165.25 Bn | 146.74 Bn | 1.39 Bn | 2.00 Bn |
| 2 | Prologis | 124.09 Bn | 119.13 Bn | - | - |
| 3 | Simon Property | 64.79 Bn | 60.64 Bn | - | - |
| 4 | Realty Income | 51.71 Bn | 49.93 Bn | - | - |
| 5 | Public Storage | 50.81 Bn | 49.80 Bn | - | 364.79 Mn |
| 6 | Ventas | 41.44 Bn | 40.13 Bn | - | - |
| 7 | Extra Space Storage | 28.30 Bn | 28.30 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 25.09 Bn | 23.21 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.72 Bn | 22.50 Bn | - | 323.34 Mn |
| 10 | Essex Property Trust | 17.34 Bn | 17.10 Bn | - | 612.51 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.00 Bn |
| Mar 31, 2026 | 2.05 Bn |
| Dec 31, 2025 | 1.81 Bn |
| Sep 30, 2025 | 1.84 Bn |
| Jun 30, 2025 | 1.96 Bn |
| Mar 31, 2025 | 1.79 Bn |
| Dec 31, 2024 | 1.77 Bn |
| Sep 30, 2024 | 1.74 Bn |
| Jun 30, 2024 | 1.71 Bn |
| Mar 31, 2024 | 1.72 Bn |
| Dec 31, 2023 | 1.64 Bn |
| Sep 30, 2023 | 1.57 Bn |
| Jun 30, 2023 | 1.65 Bn |
| Mar 31, 2023 | 1.60 Bn |
| Dec 31, 2022 | 1.50 Bn |
| Sep 30, 2022 | 1.38 Bn |
| Jun 30, 2022 | 1.30 Bn |
| Mar 31, 2022 | 1.14 Bn |
| Dec 31, 2021 | 1.04 Bn |
| Sep 30, 2021 | 977.96 Mn |
Welltower Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WELL&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WELL", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WELL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();