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WELL compared with NLY: revenue, margins and what each company keeps, and the suppliers and customers both name
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
NLY
Annaly Capital Management Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
WELL
Welltower Inc.
vs
NLY
Annaly Capital Management 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
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
WELL: latest quarter not drawable. NLY: latest quarter not drawable.
Method
›
WELL
Welltower Inc.
Change
248.07
▲
+2.86%
· post 248.06
· delayed
Mkt cap
$176.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
NLY
Annaly Capital Management Inc
Change
18.96
▲
+3.99%
· post 18.95
· delayed
After hours
Nov 4 '26
delayed
Mkt cap
$14.9B
Revenue
$893M
Q2 FY26
Revenue
$1.7B
FY25
vs
Compare
After hours
Nov 4 '26
delayed
WELL
Welltower Inc.
vs
NLY
Annaly Capital Management Inc
248.07
▲
+2.86%
post 248.06
delayed
Price
18.96
▲
+3.99%
post 18.95
delayed
$176.9B
Mkt cap
$14.9B
Q3 FY26
$3.5B
Revenue
$893M
Q2 FY26
FY25
$10.7B
Revenue
$1.7B
FY25
Change
Change
WELL
248.07
▲
+2.86%
vs
NLY
18.96
▲
+3.99%
After hours
Nov 4 '26
delayed
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
WELL, solid
NLY, 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 shared counterparties.
Only NLY
21
JPM
J.P. Morgan Securities
supplier
BAC
BofA Securities
supplier
GS
Goldman Sachs
supplier
WFC
Wells Fargo Securities
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
17 more · NLY chain
›