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  "documentTitle": "Welltower Inc. (WELL)",
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  "authorName": "Jonathan Litt",
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      "text": "WELL pre-COVID: ~$90; WELL at Mitra's appointment: ~$57; WELL current: $211",
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      "text": "Mitra became CIO in August 2018 and CEO in October 2020. The portfolio he inherited was constructed over the prior six years under CEO Thomas DeRosa.",
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      "text": "We believe the return since Mitra's CEO appointment is overwhelmingly a COVID recovery story... The incremental return attributable specifically to Mitra's leadership... is far smaller than the headline number suggests.",
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      "text": "VI. RIGHT PLACE, RIGHT TIME: THE ATTRIBUTION PROBLEM",
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