Welltower (WELL) Dividend Capture: 0.35% per event (1.4% annualized)
WELL
Welltower (WELL) has touched its pre-ex close within 30 trading days in 95% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.27), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, WELL sits roughly in line with the Real Estate sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is May 13, 2026, with an expected dividend of $0.74.
- Touch rate (30d)
- 95%in line with sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.27-0.17 vs sector
Recovery engine
TL;DR over the most recent 20 events.
- 30-day touch rate
- 95%in line with sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise (div / ATR)
- 0.27-0.17 vs sector
- Avg gap on ex-date
- -0.50%+0.30pp vs sector
- Win rate at MOC exit
- 50%
- Median drawdown during hold
- -3.77%+0.96pp vs sector
- Best / worst touch (days)
- 1 / 9
Next ex-dividend
Confirmed by company declaration.
- Dividend
- $0.74
- Per-event yield
- 0.35%
- Annualized yield
- 1.38%
- Previously paid
- Feb 25, 2026 ($0.74)
- Last record date
- Feb 25, 2026
- Last payment date
- Mar 10, 2026
How WELL ranks in Real Estate
Compared with other stocks in this sector that pass our capture-quality filter (35 tickers). Lower rank number is better on every metric below.
- 30-day touch rate#9of 35
Beats ~74% of peers on this metric
- Median days to touch#1of 35
Beats ~97% of peers on this metric
- Signal-to-noise#31of 35
Beats ~11% of peers on this metric
WELL Dividend Capture History — Last 20 Ex-Dividend Events
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Welltower (WELL). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q1 | $0.74 | -0.50% | $209.30 | 1 | yes | yes | -4.83% | -0.82% | |
| Q4 | $0.74 | -0.32% | $190.25 | 1 | yes | yes | -0.66% | +4.08% | |
| Q3 | $0.74 | -0.35% | $168.03 | 9 | no | yes | -4.03% | -2.21% | |
| Q2 | $0.67 | -0.73% | $145.28 | 2 | yes | yes | -1.81% | +2.54% | |
| Q1 | $0.67 | -0.19% | $150.64 | 1 | yes | yes | -4.69% | +2.61% | |
| Q4 | $0.67 | 0.49% | $135.96 | 1 | yes | yes | -1.99% | +1.55% | |
| Q3 | $0.67 | -0.38% | $117.40 | 1 | yes | yes | -1.89% | -1.01% | |
| Q2 | $0.61 | -0.27% | $99.16 | 1 | yes | yes | -0.84% | +2.76% | |
| Q1 | $0.61 | 0.06% | $94.25 | 1 | yes | yes | -3.40% | -1.57% | |
| Q4 | $0.61 | -1.21% | $85.98 | 2 | yes | yes | -1.86% | +3.70% | |
| Q3 | $0.61 | -1.20% | $84.26 | 1 | yes | yes | -5.49% | -3.95% | |
| Q2 | $0.61 | -0.24% | $79.30 | 1 | yes | yes | -8.61% | -2.77% | |
| Q1 | $0.61 | 0.24% | $74.87 | 1 | yes | yes | -9.55% | +1.24% | |
| Q4 | $0.61 | -2.39% | $68.20 | 3 | yes | yes | -3.69% | +2.84% | |
| Q3 | $0.61 | -1.01% | $79.58 | >30 | no | no | -5.09% | -2.60% | |
| Q2 | $0.61 | 0.16% | $88.11 | 1 | yes | yes | -2.76% | +1.80% | |
| Q1 | $0.61 | -2.02% | $84.31 | 1 | yes | yes | -3.84% | +3.82% | |
| Q4 | $0.61 | -0.04% | $85.55 | 3 | yes | yes | -4.41% | -1.09% | |
| Q3 | $0.61 | -0.13% | $85.04 | 3 | yes | yes | -2.80% | -0.15% | |
| Q2 | $0.61 | 0.00% | $74.70 | 1 | yes | yes | -5.30% | -1.30% |
Q1
- Dividend
- $0.74
- Gap %
- -0.50%
- Pre-ex close
- $209.30
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.83%
- P&L 5d %
- -0.82%
Q4
- Dividend
- $0.74
- Gap %
- -0.32%
- Pre-ex close
- $190.25
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.66%
- P&L 5d %
- +4.08%
Q3
- Dividend
- $0.74
- Gap %
- -0.35%
- Pre-ex close
- $168.03
- High touch (td)
- 9
- Recovered 5d
- no
- Recovered 30d
- yes
- Drawdown
- -4.03%
- P&L 5d %
- -2.21%
Q2
- Dividend
- $0.67
- Gap %
- -0.73%
- Pre-ex close
- $145.28
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.81%
- P&L 5d %
- +2.54%
Q1
- Dividend
- $0.67
- Gap %
- -0.19%
- Pre-ex close
- $150.64
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.69%
- P&L 5d %
- +2.61%
Q4
- Dividend
- $0.67
- Gap %
- 0.49%
- Pre-ex close
- $135.96
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.99%
- P&L 5d %
- +1.55%
Q3
- Dividend
- $0.67
- Gap %
- -0.38%
- Pre-ex close
- $117.40
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.89%
- P&L 5d %
- -1.01%
Q2
- Dividend
- $0.61
- Gap %
- -0.27%
- Pre-ex close
- $99.16
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -0.84%
- P&L 5d %
- +2.76%
Q1
- Dividend
- $0.61
- Gap %
- 0.06%
- Pre-ex close
- $94.25
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.40%
- P&L 5d %
- -1.57%
Q4
- Dividend
- $0.61
- Gap %
- -1.21%
- Pre-ex close
- $85.98
- High touch (td)
- 2
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -1.86%
- P&L 5d %
- +3.70%
Q3
- Dividend
- $0.61
- Gap %
- -1.20%
- Pre-ex close
- $84.26
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -5.49%
- P&L 5d %
- -3.95%
Q2
- Dividend
- $0.61
- Gap %
- -0.24%
- Pre-ex close
- $79.30
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -8.61%
- P&L 5d %
- -2.77%
Q1
- Dividend
- $0.61
- Gap %
- 0.24%
- Pre-ex close
- $74.87
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -9.55%
- P&L 5d %
- +1.24%
Q4
- Dividend
- $0.61
- Gap %
- -2.39%
- Pre-ex close
- $68.20
- High touch (td)
- 3
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.69%
- P&L 5d %
- +2.84%
Q3
- Dividend
- $0.61
- Gap %
- -1.01%
- Pre-ex close
- $79.58
- High touch (td)
- >30
- Recovered 5d
- no
- Recovered 30d
- no
- Drawdown
- -5.09%
- P&L 5d %
- -2.60%
Q2
- Dividend
- $0.61
- Gap %
- 0.16%
- Pre-ex close
- $88.11
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.76%
- P&L 5d %
- +1.80%
Q1
- Dividend
- $0.61
- Gap %
- -2.02%
- Pre-ex close
- $84.31
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -3.84%
- P&L 5d %
- +3.82%
Q4
- Dividend
- $0.61
- Gap %
- -0.04%
- Pre-ex close
- $85.55
- High touch (td)
- 3
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -4.41%
- P&L 5d %
- -1.09%
Q3
- Dividend
- $0.61
- Gap %
- -0.13%
- Pre-ex close
- $85.04
- High touch (td)
- 3
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -2.80%
- P&L 5d %
- -0.15%
Q2
- Dividend
- $0.61
- Gap %
- 0.00%
- Pre-ex close
- $74.70
- High touch (td)
- 1
- Recovered 5d
- yes
- Recovered 30d
- yes
- Drawdown
- -5.30%
- P&L 5d %
- -1.30%
WELL Pre-Ex Touch Time Distribution
- ≤ 1 day1365%
- 2–3 days525%
- 4–5 days00%
- 6–10 days15%
- 11–30 days00%
- 30+15%
65% within 1d · 90% within 5d · 95% within 30d
WELL Dividend Capture Calculator — After-Tax Yield
Pre-filled with WELL's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
Holding shorter than the IRS 61-day rule disqualifies the dividend from “qualified” status — it is taxed as ordinary income at your marginal rate. Adjust Tax % accordingly.
- Gross dividend
- $148.00
- After-tax dividend
- $96.20
- Slippage round-trip
- -$41.86
- Net if price returns to pre-ex
- +$54.34
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.13%
- Annual if all succeed
- ~6.5%
WELL Dividend Capture Backtest Simulator
Replay every historical WELL ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close (limit-order P&L on first intraday touch), or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan and see realized P&L per event.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.
Per-event P&L distribution
20 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · WELL (20)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.82% | |
| +0.72% | |
| +0.71% | |
| +0.72% | |
| +0.69% | |
| -2.60% | |
| +0.89% | |
| +0.81% | |
| +0.77% | |
| +0.72% | |
| +0.71% | |
| +0.65% | |
| +0.62% | |
| +0.57% | |
| +0.49% | |
| +0.44% | |
| +0.46% | |
| -2.21% | |
| +0.39% | |
| +0.35% |
Looking for full price seasonality? See WELL seasonality →
Frequently asked questions
What is the dividend capture success rate for WELL?
Across the last 20 ex-dividend events for Welltower (WELL), the post-ex intraday high reached the pre-ex close within 30 trading days in 95% of cases, with a median time-to-touch of 1 trading day. We measure recovery via intraday high because that is when a GTC limit-order at the pre-ex close would actually fill, ending the trade at break-even with the dividend pocketed.
How long does it take WELL to recover its dividend gap?
Historically, WELL touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 9 trading days within our 30-day measurement window. A stricter close-based recovery (mark-to-MOC) is also computed in the database; explore it with the per-ticker simulator’s “Hold N days, exit MOC” mode rather than in the event table.
Is the dividend on WELL large enough to capture?
WELL has a signal-to-noise ratio of 0.27 (dividend / 14-day ATR). Values above 1.0 indicate the dividend is larger than the typical daily price swing, making capture trades more viable; below 0.5 means typical daily noise can easily wipe out the gain.
When is the next ex-dividend date for WELL?
The next ex-dividend date for Welltower (WELL) is May 13, 2026, confirmed (declared by the company).
How does WELL compare to its sector for dividend capture?
Within Real Estate, the median 30-day pre-ex touch rate is 95%. WELL sits at 95% — above the sector benchmark.
Why does WELL dividend capture measure recovery via intraday high, not close?
A realistic capture trade exits via a GTC limit-order at the pre-ex close: the moment the post-ex intraday high touches that level, the order fills and the trader pockets the dividend at break-even. Measuring recovery via close is stricter (mark-to-MOC); we expose that path in the per-ticker simulator as the "Hold N days, exit MOC" mode. The high-based primary metric directly answers the trader-facing question "would my limit have filled?" — close-based answers "would I have been flat at the bell?".
How are dividend capture trades taxed in the US?
Holding period matters. Dividends are "qualified" (taxed at the long-term capital gains rate, 0/15/20%) only when the underlying shares are held for more than 60 days during the 121-day window centered on the ex-dividend date. Dividend capture trades typically hold less than 61 days, so the dividend is taxed at your ordinary income bracket. Always consult a qualified tax advisor.
What are the main risks of a dividend capture strategy?
Three structural risks: (1) the share price may not recover the gap within your holding window; (2) ordinary-income tax can consume the after-tax yield; (3) transaction costs and bid/ask slippage can wipe out small dividends. Historical statistics measure base rates; they do not guarantee any single trade will work.