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WELL compared with ESRT: revenue, margins and what each company keeps, and the suppliers and customers both name
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
ESRT
Empire State Realty Trust, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
WELL
Welltower Inc.
vs
ESRT
Empire State Realty Trust, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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WELL
Welltower Inc.
Change
248.07
· pre 248.06
· delayed
Mkt cap
$181.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
ESRT
Empire State Realty Trust, Inc.
Change
5.27
· pre 5.39
· delayed
Pre-market
Nov 5 '26
delayed
Mkt cap
$874.3M
Revenue
$198M
Q2 FY26
Revenue
$763M
FY25
vs
Compare
Pre-market
Nov 5 '26
delayed
WELL
Welltower Inc.
vs
ESRT
Empire State Realty Trust, Inc.
248.07
pre 248.06
delayed
Price
5.27
pre 5.39
delayed
$181.9B
Mkt cap
$874.3M
Q3 FY26
$3.5B
Revenue
$198M
Q2 FY26
FY25
$10.7B
Revenue
$763M
FY25
Change
Change
WELL
248.07
vs
ESRT
5.27
Pre-market
Nov 5 '26
delayed
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
WELL: latest quarter not drawable. ESRT: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
WELL, solid
ESRT, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Oakmont Management
unlisted
supplier
7 more · WELL chain
›
Shared
0
No disclosed counterparties: ESRT.
Only ESRT
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR