WELL YTD Return



Start date: 12/29/2023
End date: 04/18/2024
Start price/share: $90.17
End price/share: $90.81
Starting shares: 110.90
Ending shares: 111.62
Dividends reinvested/share: $0.61
WELL YTD return: 1.36%
Annualized Gain: 4.53%
Starting investment: $10,000.00
Ending investment: $10,136.00


WELL YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare WELL YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into WELL


Also see: WELL Average Annual Return
Welltower is a holding company. Through its subsidiaries, Co. is a real estate investment trust (REIT). Co.'s operating segments include: Seniors Housing Operating, which includes seniors apartments, assisted living, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (U.K.) and combinations thereof that are owned and/or operated through the REIT Investment Diversification and Empowerment Act of 2007 structures; and Triple-net, which includes the property types described as in Seniors Housing Operating as well as long-term/post-acute care facilities. The WELL YTD return is shown above.

The YTD Return on the WELL YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether WELL YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the WELL YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Welltower (WELL) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

WETF YTD Return
WF YTD Return
WFC YTD Return
WHF YTD Return
WHG YTD Return
WHLR YTD Return
WIP YTD Return
WITE YTD Return
WMC YTD Return
WMIH YTD Return
More Financials companies »

 

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