Welltower (WELL) Has Investors Asking A Bigger Question

Fresh data out of the U.S. senior-housing sector is drawing attention to Welltower (WELL). Rising occupancy, limited new building activity, and growing specialized-care demand are intersecting with the REIT’s recent occupancy gains and rental growth. Recent trading tells a mixed story. The share price has climbed strongly year to date, with a 25.28% gain, while a 90 day share price return that is down 5.21% suggests momentum has cooled. At the same time, a 1 year total shareholder return of...