WELL monthly performance report
Monthly WELL research: returns, drawdown, relative strength, seasonality, and key stats.
WELL monthly report
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Key takeaways
- Welltower (WELL) closed August 2026 at $237.25, up 1.20% for the month and +39.81% over the trailing 12 months.
- Year-to-date, WELL is +27.82%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +15.86% versus its 200-day moving average ($204.78), a bullish technical signal.
- Over the past three years, WELL has outperformed the S&P 500 by +115.71%, with a relative strength index reading of 163.8.
- Win rate over the trailing 39 months stands at 79.5% — 31 positive months versus 8 negative months.
Welltower ended August 2026 at $237.25, posting a monthly return of +1.20%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.85%.
The current quarter stands at +6.11% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +15.86% versus the 200-day moving average ($204.78).
Year-to-date, WELL is +27.82% against SPY +12.89%, a gap of +14.94%. The stock is currently −7.03% below its 52-week high, with maximum 3-year drawdown at −12.99%.
| Period | WELL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.45% | −0.20% | +2.65% |
| 1 Week | −2.59% | +3.90% | −6.50% |
| 1 Month | +1.20% | +3.05% | −1.85% |
| 3 Months | +9.16% | +7.11% | +2.05% |
| 6 Months |