ab 27 July 2026 First Read Welltower Inc What's The Initial View On 2Q'26 Results? WELL's 2Q'26 Core FFO/sh of $1.60 beat UBS & consensus of $1.55 In our view, WELL's 2Q'26 print included a healthy beat & raise, significant investment volume, and robust organic growth trends that contributed yr/yr FFO growth accelerating from 1Q'26 of 23% to 2Q'26 of 25%. Notably, same-store SHOP NOI growth remained above 20% and the RevPOR/ExPOR spread stayed very strong at 450 bps, offset by a modest deceleration in yr/yr ...