Company / Return on Equity (ROE)
Welltower Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
2.3%
FY2025
5-year range
0.8% / 3.0%
FY2021-FY2025
Trend
-25.0%
vs FY2024
Sector context
#99 of 139
Real Estate
What the data says
At 2.3%, Welltower's return on equity (roe) ranks #99 of 139 in the Real Estate sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 0.8% in FY2022 to 8.6% in FY2019.
Based on SEC 10-K filings.
2.3% in FY2025 with a 5-year CAGR of -4.2%.
Improved from 1.4% to 2.3% over the past 2 years.
Real Estate sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +1.5pp
- 5-Year Change
- -4.2pp
- 10-Year Change
- -
Sector benchmark
#99 of 139 in Real EstateTop 71% of 139This company 2.3% Sector average 7.0%
▼
-67.5% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 25.0% year-over-year.
- Currently 4.7pp below the Real Estate sector average.
- Peak return on equity (roe) was recorded in FY2019.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 1.00 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.3% | -25.0% |
| FY2024 | 3.0% | +115.6% |
| FY2023 | 1.4% | +78.5% |
| FY2022 | 0.8% | -62.7% |
| FY2021 | 2.1% | -67.4% |
| FY2020 | 6.5% | -24.1% |
| FY2019 | 8.6% | +51.0% |
| FY2018 | 5.7% | +51.2% |
| FY2017 | 3.8% | -48.7% |
| FY2016 | 7.3% | +20.0% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026