Welltower Triple-net — Resident fees and services increased by 2.7% to $392.11M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 53.8%, from $255.03M to $392.11M. Over 4 years (FY 2021 to FY 2025), Triple-net — Resident fees and services shows an upward trend with a 7.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Growth indicates increased service utilization or higher demand for the care provided at these facilities.
Revenue generated from services provided to residents within the triple-net portfolio, distinct from base rental income....
Commonly reported as 'resident fee revenue' in senior housing and healthcare REITs.
well_segment_triple_net_resident_fees_and_services| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $238.94M | $239.99M | $243.18M | $235.16M | $234.36M | $228.82M | $92.37M | $238.07M | $302.13M | $236.32M | $110.59M | $222.94M | $142.08M | $228.65M | $195.10M | $255.03M | $273.75M | $286.64M | $381.62M | $392.11M |
| QoQ Change | — | +0.4% | +1.3% | -3.3% | -0.3% | -2.4% | -59.6% | +157.7% | +26.9% | -21.8% | -53.2% | +101.6% | -36.3% | +60.9% | -14.7% | +30.7% | +7.3% | +4.7% | +33.1% | +2.7% |
| YoY Change | — | — | — | — | -1.9% | -4.7% | -62.0% | +1.2% | +28.9% | +3.3% | +19.7% | -6.4% | -53.0% | -3.2% | +76.4% | +14.4% | +92.7% | +25.4% | +95.6% | +53.8% |