WELL · WELLTOWER INC

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Welltower Inc. is a S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments.

Close · 3M

+13.50%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals5

Win rate60% (3/5)

Avg buy return+3.33%

QRFTno longer held5 signals

QRFT · Exit · 1d

Qraft Technologies' AI-driven QRFT, which rebalances its approximately 300 US large-cap holdings weekly, executed a full removal of WELL after a gradual reduction in its portfolio weighting. The fund's AI, utilizing a combination of traditional factors and proprietary alternative-data overlays, likely determined the company’s PER of 100.1 to be an unappealing valuation metric given its Real Estate sector. This decision to exit completely by June 2, 2026, also aligns with the stock's recent 30-day return of -5.3%, a short-term price trend that would influence momentum signals. For QRFT, which maintains a broad large-cap core style with an AI tilt, the collective deterioration across these metrics, including a 3.51% ROE, indicated WELL no longer met its inclusion criteria.

weight 0.290% → 0 (exited)·stock down 9.9% in the 30 days before

Jun 2·entry $195.35·now $212.82

+8.94%

since Jun 2

QRFT · Weight decrease · 2d

Welltower’s PER of 97.97 and a low ROE of 3.51%, contrasting with a 37.55% revenue growth, signaled a specific blend of financial characteristics that Qraft AI’s methodology would scrutinize for QRFT's diversified large-cap core portfolio. The AI's weighing of traditional factors like value and quality, even alongside momentum, would find the high valuation and modest return on equity as relevant for a holding. This consecutive weight decrease, initiated around May 27th and continuing into June, coincides with WELL trading at 90% of its 52-week high after a 31.0% one-year return, yet experiencing a recent -5.8% drop over 30 days. The Qraft AI, through its integration of proprietary alternative-data with traditional factor analysis, appears to have determined that maintaining a higher allocation to this Real Estate company at its current price and momentum inflection point no longer optimally aligns with QRFT's broad investment mandate. This dynamic rebalancing action specifically adjusts WELL’s position within the fund’s ~300 US large-cap holdings.

weight 0.310% → 0.290% (-0.020 pp)·stock down 9.2% in the 30 days before

Jun 1·entry $197.36·now $212.82

+7.83%

since Jun 1

QRFT · New entry · 1d

The AI ETF likely initiated a position in WELL due to its exceptionally strong 37.55% revenue growth, indicating an algorithmic focus on companies demonstrating aggressive expansion despite the high PER. For retail investors, this suggests that AI funds may prioritize growth at a premium, meaning such selections carry higher valuation risk if that growth is not sustained, thus warranting independent research.

weight 0 → 0.340% (new)·stock up 7.3% in the 30 days before

May 4·entry $217.14·now $212.82Fresh

-1.99%

since May 4

QRFT · Exit · 1d

weight 0.320% → 0 (exited)·stock down 2.2% in the 30 days before

Apr 2·entry $202.33·now $212.82

+5.18%

since Apr 2

QRFT · Weight decrease · 2d

weight 0.340% → 0.320% (-0.020 pp)·stock down 5.8% in the 30 days before

Mar 20·entry $195.94·now $212.82

+8.61%

since Mar 20

AMOMno longer held12 signals

AMOM · Exit · 1d

The AI ETF likely divested WELL due to its extremely high Price-to-Earnings ratio of 108.78 combined with a very low Return on Equity of 3.51%, indicating significant overvaluation relative to its underlying profitability. A practical takeaway for retail investors is to be wary of stocks with extremely high valuations and poor profitability metrics, as AI systems often prioritize these fundamental indicators and may rapidly exit positions.

weight 1.860% → 0 (exited)·stock up 7.3% in the 30 days before

May 4·entry $217.14·now $212.82

-1.99%

since May 4

AMOM · Weight increase · 2d

The AI ETF likely increased WELL's weight due to its exceptional 35.63% revenue growth, signaling strong business momentum despite the high PER and low ROE. The algorithm appears to prioritize top-line expansion, anticipating future value creation. For retail investors, this highlights that AI strategies can prioritize growth over traditional value metrics; however, such investments carry higher risk due to stretched valuations, demanding thorough due diligence on how this revenue growth translates to future profits.

weight 1.800% → 1.880% (+0.080 pp)·stock up 9.4% in the 30 days before

Apr 28·entry $214.23·now $212.82Fresh

-0.66%

since Apr 28

AMOM · Weight decrease · 2d

weight 1.850% → 1.760% (-0.090 pp)·stock up 2.4% in the 30 days before

Apr 22·entry $199.70·now $212.82

+6.57%

since Apr 22

AMOM · Weight increase · 2d

weight 1.890% → 1.920% (+0.030 pp)·stock up 0.6% in the 30 days before

Apr 18·entry $209.45·now $212.82Fresh

+1.61%

since Apr 18

AMOM · Weight decrease · 4d

weight 2.010% → 1.910% (-0.100 pp)·stock down 0.7% in the 30 days before

Apr 9·entry $206.34·now $212.82

+3.14%

since Apr 9

AMOM · Weight decrease · 3d

weight 2.010% → 1.920% (-0.090 pp)·stock down 1.4% in the 30 days before

Apr 8·entry $204.70·now $212.82

+3.97%

since Apr 8

AMOM · Weight decrease · 2d

weight 2.010% → 1.970% (-0.040 pp)·stock down 1.3% in the 30 days before

Apr 7·entry $201.58·now $212.82

+5.58%

since Apr 7

AMOM · Weight decrease · 2d

weight 1.930% → 1.850% (-0.080 pp)·stock down 4.4% in the 30 days before

Apr 1·entry $198.86·now $212.82

+7.02%

since Apr 1

AMOM · Weight increase · 3d

weight 1.810% → 1.930% (+0.120 pp)·stock down 5.7% in the 30 days before

Mar 30·entry $195.30·now $212.82Drifting

+8.97%

since Mar 30

AMOM · Weight increase · 2d

weight 1.810% → 1.900% (+0.090 pp)·stock down 6.1% in the 30 days before

Mar 27·entry $195.77·now $212.82Drifting

+8.71%

since Mar 27

AMOM · Weight decrease · 3d

weight 1.910% → 1.810% (-0.100 pp)·stock down 6.3% in the 30 days before

Mar 23·entry $195.00·now $212.82

+9.14%

since Mar 23

AMOM · Weight decrease · 2d

weight 1.910% → 1.850% (-0.060 pp)·stock down 5.8% in the 30 days before

Mar 20·entry $195.94·now $212.82

+8.61%

since Mar 20

AIEQno longer held1 signal

AIEQ · Exit · 1d

The AI likely removed WELL due to the stark contrast between its extremely high valuation (PER 109.06) and very low profitability (ROE 3.51%), suggesting its strong revenue growth was not translating into efficient returns on equity. This decision indicates the AI's models flagged the stock as significantly overvalued for its underlying financial health. For retail investors, this underscores the importance of scrutinizing profitability and valuation metrics in conjunction with growth, as high revenue growth alone does not guarantee a sound investment. Be wary of stocks with high P/E ratios and low returns on equity.

weight 0.300% → 0 (exited)·stock up 9.1% in the 30 days before

May 3·entry $217.14·now $212.82

-1.99%

since May 3

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Apr 29

The AI ETFs, particularly AMOM, are actively holding and showing recent tendencies to increase exposure to WELLTOWER INC. This contrasts with the framework's "Fail" verdict, which is driven by significant financial health issues and a lack of margin of safety, suggesting the AI's algorithm prioritizes different factors.

Circle of CompetenceAs a healthcare real estate investment trust, the company's long-term lease structures and exposure to demographic trends like an aging population could offer a predictable earning power for projecting cash flows.
Economic MoatThe company benefits from scale and a diversified portfolio of critical healthcare real estate assets, which can create cost advantages and switching costs for its tenants.
ManagementThe provided financial data is insufficient to assess management's candor, capital allocation discipline, or skin in the game.
Financial HealthThe company's reported Return on Equity (ROE) of 2.49% falls significantly below the required 15% average, failing a key financial health criterion.
Margin of SafetyThe extremely high Price-to-Earnings ratio of 157.05 and a low Return on Equity of 2.49% indicate the stock is significantly overvalued and lacks a defensible margin of safety.

The analysis determined WELLTOWER INC falls within the circle of competence and possesses potential economic moats due to its scale and specialized assets. However, the company fails on critical financial health metrics, notably a very low Return on Equity and an extremely high valuation relative to earnings. Consequently, it does not present a margin of safety for a value investor.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.