ADC compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

ADCAgree Realty Corp

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

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ADCAgree Realty Corp

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

ADC: latest quarter not drawable. WELL: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ADC 24

WMTWalmartcustomer

HDHome Depotcustomer

TJXTJX Companiescustomer

CVSCVScustomer

20 more · ADC chain ›

Shared 0

No shared counterparties.

Only WELL 11

BKDBrookdale Senior Livingcustomer

—Reveraunlistedsupplier

—Cogir Managementunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Oakmont Management

unlistedsupplier

7 more · WELL chain ›

Price

rebased to 0%

ADC, solidWELL, dashed

ADCAgree Realty Corp

67.09▼−0.37%· post 67.09

Mkt cap$8.7BRevenue$219MQ3 FY26Revenue$716MFY25

WELLWelltower Inc.

234.81▲+0.70%· post 234.90

ClosedOct 30 '26

Mkt cap$172.1BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

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ClosedOct 30 '26

ADCAgree Realty Corp

WELLWelltower Inc.

67.09▼−0.37%post 67.09

Price

234.81▲+0.70%post 234.90

$8.7B

Mkt cap

$172.1B

Q3 FY26$219M

Revenue

$3.5BQ3 FY26

FY25$716M

Revenue

$10.7BFY25

ADC67.09▼−0.37%vsWELL234.81▲+0.70%ClosedOct 30 '26