Welltower (WELL) Long-Term Investments (2009 - 2026)

Welltower (WELL) reported Long-Term Investments of $2.0 billion for Q1 2026, up 14.42% year-over-year from $1.8 billion in Q1 2025, and up 13.01% quarter-over-quarter from $1.8 billion in Q4 2025.

Welltower (WELL) Long-Term Investments (2009 - 2026) Analysis & Trends

Welltower (WELL) has 18 years of Long-Term Investments data on file, last reported at $2.0 billion in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $2.0 billion, up 14.42% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.0 billion (up 14.42% YoY), and the FY2025 annual result was $1.8 billion, up 2.31% from the prior year.
  • Long-Term Investments climbed to $2.0 billion in Q1 2026 per WELL's latest filing, from $1.8 billion in the prior quarter.
  • Over five years, Long-Term Investments peaked at $2.0 billion in Q1 2026 and troughed at $1.1 billion in Q1 2022.
  • A 5-year average of $1.7 billion and a median of $1.7 billion in 2024 frame the typical range for Long-Term Investments.
  • The sharpest annual moves came in 2022 and 2025: Long-Term Investments jumped 44.34% in 2022, then rose 2.31% in 2025.
  • A 5-year view of Long-Term Investments shows it stood at $1.5 billion in 2022, then climbed by 9.12% to $1.6 billion in 2023, then gained by 8.08% to $1.8 billion in 2024, then gained by 2.31% to $1.8 billion in 2025, then grew by 13.01% to $2.0 billion in 2026.
  • Business Quant data shows WELL's Long-Term Investments at $2.0 billion in Q1 2026, $1.8 billion in Q4 2025, and $1.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Welltower 144.82 Bn 141.05 Bn 1.30 Bn 2.05 Bn
2 Ventas 39.06 Bn 38.93 Bn 1.65 Bn -
3 Healthpeak Properties 13.76 Bn 14.32 Bn - 530.35 Mn
4 Omega Healthcare Investors 12.86 Bn 13.12 Bn - 507.72 Mn
5 American Healthcare REIT 8.89 Bn 8.81 Bn 97.60 Mn 4.42 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 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
Jun 30, 2021 1.02 Bn