Welltower Inc Strategic Asset Allocation Index
Welltower Inc strategic asset allocation index. Welltower Inc (WELL) has a Strategic Asset Allocation Index of 4.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.05 Billion) total $2.05 Billion, measured against net assets of $44.93 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WELL intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Welltower Inc (2010–2025)
Strategic asset allocation index of Welltower Inc from 2010 to 2025. This chart shows how Welltower Inc's Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of March 2026, the index stands at 4.6%, representing strategic assets of $2.05 Billion against net assets of $44.93 Billion USD.
Welltower Inc Strategic Asset Allocation Index by Year (2010–2025)
Welltower Inc strategic asset allocation index by year from 2010 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Welltower Inc from 2010 to 2025, covering 16 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Welltower Inc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 4.2% | $1.81 Billion | $- | $1.81 Billion | $43.20 Billion | ▼ -1.8 pp |
| 2024 | 6.0% | $1.94 Billion | $- | $1.94 Billion | $32.57 Billion | ▼ -0.2 pp |
| 2023 | 6.2% | $1.64 Billion | $- | $1.64 Billion | $26.37 Billion | ▼ -153.5 pp |
| 2022 | 159.7% | $34.16 Billion | $32.66 Billion | $1.50 Billion | $21.39 Billion | ▼ -9.4 pp |
| 2021 | 169.1% | $32.12 Billion | $31.08 Billion | $1.04 Billion | $19.00 Billion | ▼ -163.2 pp |
| 2020 | 332.3% | $57.24 Billion | $27.81 Billion | $29.42 Billion | $17.23 Billion | ▼ -26.2 pp |
| 2019 | 358.5% | $60.88 Billion | $29.17 Billion | $31.70 Billion | $16.98 Billion | ▲ +8.6 pp |
| 2018 | 349.9% | $56.02 Billion | $27.12 Billion | $28.90 Billion | $16.01 Billion | ▲ +14.9 pp |
| 2017 | 334.9% | $51.25 Billion | $24.63 Billion | $26.62 Billion | $15.30 Billion | ▲ +6.6 pp |
| 2016 | 328.4% | $51.49 Billion | $24.47 Billion | $27.02 Billion | $15.68 Billion | ▼ -18.9 pp |
| 2015 | 347.2% | $53.33 Billion | $25.90 Billion | $27.43 Billion | $15.36 Billion | ▲ +12.5 pp |
| 2014 | 334.7% | $45.38 Billion | $21.79 Billion | $23.60 Billion | $13.56 Billion | ▲ +146.8 pp |
| 2013 | 187.9% | $22.16 Billion | $0.00 | $22.16 Billion | $11.79 Billion | ▲ +18.7 pp |
| 2012 | 169.2% | $17.86 Billion | $0.00 | $17.86 Billion | $10.56 Billion | ▲ +169.2 pp |
| 2011 | 0.0% | $0.00 | $0.00 | $- | $7.31 Billion | ▼ -186.3 pp |
| 2010 | 186.3% | $8.83 Billion | $8.16 Billion | $672.41 Million | $4.74 Billion | — |