NYSE:WELLHealth Care REITs
How Baron’s WELLtower (WELL) Bet and Senior Housing Focus Will Impact Investors
In the fourth quarter of 2025, Baron Health Care Fund added healthcare REIT Welltower as a new portfolio holding, citing its exposure to senior housing, margin and occupancy initiatives, and an “all in” management compensation plan.
The fund’s commentary, combined with Welltower’s recent revenue and normalized FFO per-share growth and strong analyst ratings, reinforces market confidence in the company’s senior housing-focused model.
With this backdrop, we’ll examine how Welltower’s...