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Welltower
ISIN US95040Q1040
|WKN A1409D
Market cap (in EUR)
123 392 M
Country
États-Unis
Sector
Finances
Dividend yield
1,36%
Overview
Quote
Description
Welltower Inc. (HCN), une société de l'indice S&P 500 dont le siège se trouve à Toledo, dans l'Ohio, est à l'origine de la transformation de l'infrastructure des soins de santé. La société investit avec les principaux opérateurs de logements pour personnes âgées, les fournisseurs de soins post-aigus et les systèmes de santé pour financer l'infrastructure immobilière nécessaire pour mettre à l'échelle des modèles de prestation de soins innovants et améliorer le bien-être des gens et l'expérience globale des soins de santé. Welltower™, une fiducie d'investissement immobilier, possède plus de 1 400 propriétés dans les principaux marchés à forte croissance aux États-Unis, au Canada et au Royaume-Uni, comprenant des logements pour personnes âgées et des communautés post-aiguës, ainsi que des propriétés médicales ambulatoires.
Source : Facunda financial data GmbH
Source : Facunda financial data GmbH
Finances Immobilier Sociétés d'investissement immobilier (FPI) États-Unis
Chart
Financials
Key metrics
| Market capitalisation, EUR | 123 392 M |
| EPS, EUR | -0,63 |
| P/B ratio | 3,4 |
| P/E ratio | 148,7 |
| Dividend yield | 1,36% |
Income statement (2025)
| Revenue, EUR | 9 599 M |
| Net income, EUR | 830 M |
| Profit margin | 8,65% |
What ETF is Welltower in?
There are 63 ETFs which contain Welltower. All of these ETFs are listed in the table below. The ETF with the largest weighting of Welltower is the VanEck Global Real Estate UCITS ETF.
Performance
Returns overview
| YTD | +9.60% |
| 1 month | +10.22% |
| 3 months | +3.78% |
| 6 months | +24.04% |
| 1 year | +23.43% |
| 3 years | +144.68% |
| 5 years | +211.97% |
| Since inception (MAX) | +153.59% |
| 2025 | +35.85% |
| 2024 | +43.98% |
| 2023 | +34.33% |
| 2022 | -18.37% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 21.72% |
| Volatility 3 years | 21.33% |
| Volatility 5 years | 22.80% |
| Return per risk 1 year | 1.08 |
| Return per risk 3 years | 1.63 |
| Return per risk 5 years | 1.12 |
| Maximum drawdown 1 year | -16.78% |
| Maximum drawdown 3 years | -16.78% |
| Maximum drawdown 5 years | -35.00% |
| Maximum drawdown since inception | -64.54% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.