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 September 2026 at $234.50, down 0.74% for the month and +41.94% over the trailing 12 months.
- Year-to-date, WELL is +26.34%, outperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +10.78% versus its 200-day moving average ($211.69), a bullish technical signal.
- Over the past three years, WELL has outperformed the S&P 500 by +107.87%, with a relative strength index reading of 162.7.
- Win rate over the trailing 39 months stands at 74.4% — 29 positive months versus 10 negative months.
Welltower ended September 2026 at $234.50, posting a monthly return of −0.74%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +0.96%.
The current quarter stands at +3.32% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.78% versus the 200-day moving average ($211.69).
Year-to-date, WELL is +26.34% against SPY +10.58%, a gap of +15.76%. The stock is currently −8.11% below its 52-week high, with maximum 3-year drawdown at −12.99%.
| Period | WELL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.75% | −0.44% | +1.19% |
| 1 Week | −0.59% | −1.10% | +0.50% |
| 1 Month | −0.74% | −1.69% | +0.96% |
| 3 Months | +9.46% | −0.10% | +9.57% |
| 6 Months | +14.21% | +13.21% | +1.00% |
| YTD | +26.34% | +10.58% | +15.76% |
| 12 Months | +41.94% | +14.25% | +27.69% |
| 3 Years | +177.94% | +70.07% | +107.87% |
| 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 |
|---|---|
| Q2 2025 | +0.34% |
| Q3 2025 | +15.88% |
| Q4 2025 | +4.19% |
| Q1 2026 | +6.52% |
| Q2 2026 | +14.80% |
| Q3 2026 (QTD) | +3.32% |
| Year | Return |
|---|---|
| 2023 | +37.56% |
| 2024 | +39.77% |
| 2025 | +47.27% |
| 2026 | +26.34% |
| Metric | Value |
|---|---|
| 52-Week High | $255.20 (2026-07-28) |
| 52-Week Low | $163.75 (2025-10-13) |
| Current Price | $234.50 |
| 200-Day Moving Average | $211.69 |
| Price vs 200DMA | +10.78% |
| 3-Year Maximum Drawdown | −12.99% (2025-04-08) |
| Current Drawdown from 52W High | −8.11% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 162.7 |
| 3-Year Excess Return vs S&P 500 | +107.87% |
| RS Peak | 178.5 (Jul 2026) |
| RS Trough | 91.1 (Feb 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was WELL's return for this report period?
WELL returned −0.74% in the latest monthly window ending 2026-09-16.
Has WELL outperformed SPY year to date?
YTD WELL: +26.34% vs SPY: +10.58%.
What is WELL's 12-month return?
+41.94% over the trailing 12 months.
Is WELL above or below its 200-day moving average?
Price is +10.78% versus 200DMA ($211.69).
What is the maximum drawdown in the 3-year window?
−12.99% on 2025-04-08.