Welltower Inc. (NYSE:WELL) is included among the 14 Best Real Estate Stocks to Buy According to Hedge Funds.
On February 18, Morgan Stanley raised its price recommendation on Welltower Inc. (NYSE:WELL) to $215 from $200. The firm maintained an Overweight rating, signaling continued confidence in the company’s growth outlook.
On the fourth-quarter earnings call, CEO Shankh Mitra said 2025 marked a turning point for Welltower. He highlighted strong performance across the business, with revenue rising 36%, EBITDA increasing 32%, and FFO per share growing 22%. He also noted that the company strengthened its balance sheet by reducing leverage, while continuing to invest in its platform, including technology and people, to support long-term expansion.
Mitra said the company made several important strategic moves during the year. These included launching its private funds management business, updating incentive programs for its teams and operating partners, and continuing to roll out its Welltower Business System to improve execution. He also pointed to the launch of the Tech Quad initiative, which is aimed at building stronger technology capabilities and helping the company operate more efficiently.
Investment activity remained a major focus. Mitra said Welltower completed nearly $11 billion in net investments, with most of the capital directed toward senior housing in high-growth markets. He added that the company funded much of this activity through the $7.2 billion sale of its outpatient medical business, allowing it to concentrate more on senior housing, where it sees the strongest long-term opportunity.
He added that the company entered 2026 with strong momentum. In just the first six weeks of the year, Welltower had already completed or put under contract $5.7 billion in acquisitions, with another $2.5 billion in potential deals in the pipeline. According to Mitra, the company continues to see steady investment opportunities and remains well-positioned to keep growing.
Welltower Inc. (NYSE:WELL) is a healthcare real estate company focused on senior housing and wellness communities across the United States, the United Kingdom, and Canada. Its portfolio includes more than 2,000 properties, primarily serving older adults through housing and care-focused environments.
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