Seasonal Evaluation for Welltower Inc. (WELL)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 85.00% | 60.00% | 60.00% | 70.00% |
| Median Return | 4.72% | 5.11% | 2.89% | 3.00% |
| Average Return | 5.18% | 7.10% | 8.76% | 4.50% |
| Maximum Gain | 21.57% | 16.01% | 22.81% | 21.32% |
| Gain Year | 2025 | 2021 | 2024 | 2014 |
| Maximum Loss | -44.02% | -15.16% | -21.89% | -20.72% |
| Loss Year | 2020 | 2015 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 60.00% | 72.50% | 65.00% |
| Median Return | 3.86% | 4.12% | 5.11% | 2.89% |
| Average Return | 4.86% | 7.88% | 5.90% | 6.12% |
| Maximum Gain | 21.57% | 22.81% | 21.57% | 22.81% |
| Gain Year | 2025 | 2024 | 2025 | 2024 |
| Maximum Loss | -44.02% | -21.89% | -44.02% | -21.89% |
| Loss Year | 2020 | 2022 | 2020 | 2022 |
| Based on the past 20 years (2006-2025) | ||||