Welltower Inc (WELL) — 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. See WELL equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Welltower Inc Strategic Asset Allocation Index (2010–2025)
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. For live market cap and overall valuation, see Welltower Inc stock valuation.
Annual Strategic Asset Allocation Index for Welltower Inc (2010–2025)
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. See Welltower Inc net assets for net asset value and shareholders' equity analysis.
| 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 | — |