Tax-loss harvesting alternatives for WELL

Among the 10 Health Care REITs peers screened, VTR (Ventas Inc.) has tracked WELL most closely over the past year, with a return correlation of 0.80. The strongest fund stand-in is REZ (iShares Residential & Multisector RE) at 0.80 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
VTR	Ventas Inc.	Health Care REITs	0.80	0.77	0.79	0.86
AHR	American Healthcare REIT	Health Care REITs	0.72	0.61	—	—
OHI	Omega Healthcare Investors	Health Care REITs	0.67	0.59	0.55	0.74
CTRE	CareTrust REIT	Health Care REITs	0.67	0.62	0.61	0.73
NHI	National Health Investors, Inc.	Health Care REITs	0.65	0.63	0.61	0.77
LTC	LTC Properties, Inc.	Health Care REITs	0.65	0.60	0.60	0.74
SBRA	Sabra Health Care REIT	Health Care REITs	0.61	0.59	0.56	0.75
HR	Healthcare Realty Trust	Health Care REITs	0.50	0.49	0.52	0.62
DOC	Healthpeak Properties	Health Care REITs	0.36	0.45	0.56	0.72
MPT	Medical Properties Trust	Health Care REITs	0.25	0.28	0.36	0.48

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
REZ	iShares Residential & Multisector RE	Residential REITs	SUB-IND	0.80	0.76	0.76	0.80
RWR	SPDR Dow Jones REIT ETF	REITs	SECTOR	0.69	0.65	0.69	0.77
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.68	0.65	0.68	0.75
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.67	0.65	0.69	0.76
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.62	0.63	0.67	0.73
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.62	0.63	0.67	0.70
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.60	0.61	0.66	0.73
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.43	0.51	0.56	0.61
SRVR	Pacer Data & Infrastructure RE	Data Center & Tower REITs	SUB-IND	0.17	0.39	0.49	0.48
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	-0.01	0.23	0.36	0.46
IVV	iShares Core S&P 500	S&P 500	BROAD	-0.01	0.23	0.36	0.46
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	-0.02	0.22	0.36	0.46

NEXT STEPS

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Replacement research for WELL's peers

VTR AHR OHI CTRE NHI LTC SBRA HR DOC MPT

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.