WELL monthly performance report
Explore WELL's monthly returns, drawdown, and seasonality trends — updated every month.
WELL monthly report
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Key takeaways
- Welltower (WELL) closed November 2026 at $244.93, up 4.40% for the month and +27.81% over the trailing 12 months.
- Year-to-date, WELL is +31.96%, outperforming the S&P 500 which has returned +11.03% YTD.
- The stock is trading +10.83% versus its 200-day moving average ($220.99), a bullish technical signal.
- Over the past three years, WELL has outperformed the S&P 500 by +113.03%, with a relative strength index reading of 166.6.
- Win rate over the trailing 39 months stands at 74.4% — 29 positive months versus 10 negative months.
Welltower ended November 2026 at $244.93, posting a monthly return of +4.40%. The S&P 500 returned +0.19% over the same window, leaving relative performance at +4.22%.
The current quarter stands at +6.38% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +10.83% versus the 200-day moving average ($220.99).
Year-to-date, WELL is +31.96% against SPY +11.03%, a gap of +20.93%. The stock is currently −4.02% below its 52-week high, with maximum 3-year drawdown at −12.99%.
| Period | WELL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.98% | −0.35% | −0.62% |
| 1 Week | −0.20% | +3.29% | −3.49% |
| 1 Month | +4.40% | +0.19% | +4.22% |
| 3 Months | +4.00% | −2.48% | +6.47% |
| 6 Months | +11.26% | +2.00% | +9.27% |
| YTD | +31.96% | +11.03% | +20.93% |
| 12 Months | +27.81% | +10.79% | +17.02% |
| 3 Years | +184.87% | +71.83% | +113.03% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2025 | +15.01% |
| #2 | Feb 2025 | +12.48% |
| #3 | Jun 2026 | +10.54% |
| #4 | Feb 2026 | +9.96% |
| #5 | Apr 2026 | +9.93% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2025 | −10.86% |
| #2 | Dec 2024 | −8.79% |
| #3 | May 2026 | −5.53% |
| #4 | Mar 2026 | −4.54% |
| #5 | Jan 2024 | −4.06% |
| Quarter | Return |
|---|---|
| Q3 2025 | +15.88% |
| Q4 2025 | +4.19% |
| Q1 2026 | +6.52% |
| Q2 2026 | +14.80% |
| Q3 2026 | +1.44% |
| Q4 2026 (QTD) | +6.38% |
| Year | Return |
|---|---|
| 2023 | +37.56% |
| 2024 | +39.77% |
| 2025 | +47.27% |
| 2026 | +31.96% |
| Metric | Value |
|---|---|
| 52-Week High | $255.20 (2026-07-28) |
| 52-Week Low | $181.47 (2026-02-03) |
| Current Price | $244.93 |
| 200-Day Moving Average | $220.99 |
| Price vs 200DMA | +10.83% |
| 3-Year Maximum Drawdown | −12.99% (2025-04-08) |
| Current Drawdown from 52W High | −4.02% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 166.6 |
| 3-Year Excess Return vs S&P 500 | +113.03% |
| RS Peak | 175.7 (Jul 2026) |
| RS Trough | 89.7 (Feb 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was WELL's return for this report period?
WELL returned +4.40% in the latest monthly window ending 2026-11-12.
Has WELL outperformed SPY year to date?
YTD WELL: +31.96% vs SPY: +11.03%.
What is WELL's 12-month return?
+27.81% over the trailing 12 months.
Is WELL above or below its 200-day moving average?
Price is +10.83% versus 200DMA ($220.99).
What is the maximum drawdown in the 3-year window?
−12.99% on 2025-04-08.