Welltower Inc. Reports Strong Q2 2026 Performance with FFO Growth, Portfolio Shift to Senior Housing
Welltower Inc. reported a strong second-quarter performance in 2026, achieving 25% year-over-year per-share funds from operations (FFO) growth driven by resilient demand and strategic portfolio adjustments toward senior housing. The company shifted its focus away from outpatient medical assets to high-growth senior living communities, resulting in 15.5% same-store net operating income (NOI) growth for the quarter—the 15th consecutive period where senior housing operations exceeded a 20% NOI increase. Welltower also expanded operating margins by 300 basis points to over 32%, surpassing pre-pandemic levels, and reported revenue per occupied room (RevPOR) growth of 5.2%. The company rebranded as 'Welltower 3.0,' emphasizing data science and technology integration for improved resident experiences. It raised its full-year FFO guidance midpoint to $6.40 per share due to strong investment activity, with expectations of closing a significant portion of a $6 billion pipeline later in the year.