Welltower reported Q4 funds from operations above consensus forecasts, underpinned by increases in rental and ancillary revenue streams. Management highlighted a year-over-year uptick in same-store net operating income, driven by higher occupancy rates and lease renewals across its senior housing and medical office portfolios.

In the latest equity disclosures from Norges Bank Investment Management, Welltower ranks among the fund’s top 20 U.S. equity holdings, with a weighting roughly in line with stakes in Palantir Technologies. This placement reflects sustained institutional confidence in Welltower’s defensive healthcare real estate assets.