Is Welltower Stock Outperforming the Nasdaq?

Toledo, Ohio-based Welltower Inc. (WELL) is a heavyweight in healthcare real estate. With a market cap of $170.2 billion, the REIT owns and manages properties across the United States, Canada, and the United Kingdom. Its portfolio is centered on senior housing communities, outpatient medical centers, and long-term care facilities. 

Companies worth $10 billion or more are generally referred to as “large-cap stocks.” Welltower fits right into that category, with its market cap exceeding the threshold, reflecting its substantial size, influence, and dominance in the real estate sector. By partnering with healthcare providers and senior living operators, Welltower is positioned to capitalize on the growing demand for care as populations age.

WELL stock touched its 52-week high of $255.20 on July 28 and is currently trading 7.5% below that peak. WELL shares have soared 17.6% over the past three months, outpacing the Nasdaq Composite’s ($NASX) 1.2% fall during the same time frame.

Welltower’s performance has remained impressive over the longer term. WELL stock prices have soared 27.2% in 2026 and 40.9% over the past 52 weeks, outpacing the NASX’s 14.1% rise on a YTD basis and a 22.1% gain over the past year. 

Welltower stock has traded consistently above its 200-day moving average over the past year and mostly above its 50-day moving average since late June, underscoring its bullish trend.

WELL has outpaced the broader market over the past year as investors have rewarded its exposure to the aging population and strong growth in senior housing. The company’s Q2 2026 results reinforced that story, with normalized FFO rising 25% year over year to $1.60 per share, revenue increasing 39.1% to $3.54 billion, and senior housing same-store NOI climbing 20.5%. Higher occupancy, stronger revenue per occupied room, and limited expense growth helped drive margin expansion. Welltower also raised its FFO guidance and dividend, while recycling capital into higher-growth senior housing assets. 

Nonetheless, Welltower has significantly outperformed its peer Ventas, Inc.’s (VTR) 33.3% surge over the past year and 16.7% rise in 2026.

Among the 22 analysts covering the WELL stock, the consensus rating is a “Strong Buy.” The mean price target of $262.95 implies an upswing potential of 11.3% from the current market prices.

On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.