Welcome to our dedicated page for Welltower SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Welltower Inc. (NYSE: WELL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded S&P 500 real estate company focused on residential wellness and healthcare infrastructure, Welltower uses its filings to report on capital markets activity, portfolio transactions, governance decisions, and financial performance.
Welltower’s Form 8-K filings frequently describe material events such as at-the-market equity distribution agreements, registration of common shares issued as consideration in property acquisitions, and prospectus supplements related to shares that may be issued upon redemption of units in its operating partnership, Welltower OP LLC. These filings also cover announcements of quarterly earnings releases and supplemental information packages, which include details on net income, funds from operations (FFO), normalized FFO, net operating income (NOI), and same store NOI (SSNOI).
Other SEC documents, including automatic shelf registration statements on Form S-3 and related prospectus supplements, outline how Welltower may issue equity and debt securities, including common stock, guarantees of notes, and other instruments. Filings also describe long-term executive compensation and alignment programs, such as the Ten Year Executive Continuity and Alignment Program, which is structured around performance-based units in the operating partnership and long-term total shareholder return and market capitalization goals.
On Stock Titan, users can review these SEC filings alongside AI-powered summaries that explain key terms and implications. Real-time updates from EDGAR ensure that new 8-Ks, registration statements, and other reports are available as they are filed. Investors can also focus on disclosures related to capital structure, note guarantees, equity issuance programs, and governance arrangements that shape Welltower’s long-term strategy in seniors and wellness housing.
Welltower Inc. announced that subsidiary Welltower OP LLC entered into an Amended and Restated Credit Agreement providing a new $6,250,000,000 unsecured revolving credit facility. This replaces the prior $5,000,000,000 unsecured revolver plus $1,000,000,000 and CAD 250,000,000 unsecured term loan facilities.
The facility is split into a $4,250,000,000 Revolving A Tranche maturing on March 6, 2030, and a $2,000,000,000 Revolving B Tranche maturing on July 24, 2029. The Revolving A Tranche may be extended twice for six months each if no default exists and a 0.0625% extension fee is paid.
Subject to conditions and lender participation, the company may increase revolving capacity or add term loans by up to an additional $1,250,000,000. The agreement includes sublimits of up to $100,000,000 for letters of credit and up to $1,750,000,000 for alternative currency borrowings.
Borrowings bear interest at a base rate or SOFR plus an applicable margin tied to the company’s long-term unsecured debt ratings, with facility fees and certain pricing adjustments linked to sustainability metrics. The agreement contains customary representations, covenants and events of default, allowing acceleration of all outstanding amounts if a default continues.
Welltower Inc. director Kathryn M. Sullivan reported equity awards, not open-market trades. She acquired 1,056 LTIP Units in Welltower OP LLC and a related award of 1,056 Other Stock Units, both granted without cash consideration as part of long-term incentive compensation.
The LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to her continued service. Once vested and after certain tax-related conditions are met, they can convert into OP Units, which may then be exchangeable for Welltower common shares or equivalent cash value.
The Other Stock Units simply reserve the ability to deliver common shares if OP Units are exchanged and cannot be used to acquire shares in any other way. Any unused Other Stock Units will be canceled for no consideration once all OP Units have been exchanged.
Welltower Inc. director Andrew Gundlach received equity-based awards linked to the company’s operating partnership and common stock. He was granted 1,787 LTIP Units in Welltower OP LLC without cash consideration, which are structured as profits interests and vest on
Once vested and after certain tax-related capital account conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or equivalent cash. To reserve shares for any such future exchanges, Gundlach also received 1,787 Other Stock Units under the 2022 Long-Term Incentive Plan, which can only result in common shares if OP Units are exchanged and are canceled if unused.
Spisso Johnese reported acquisition or exercise transactions in this Form 4 filing.
Welltower Inc. director Johnese Spisso received an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. After this grant, Spisso now directly holds 16,057 shares of Welltower common stock.
Welltower Inc. director Sergio Rivera reported an equity award of 1,056 deferred stock units of common stock. The units were granted on February 26, 2026 without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan.
After this grant, Rivera directly holds 26,611 shares of common stock. Each deferred stock unit is scheduled to vest on February 26, 2027 and will then be settled in Welltower common stock, effectively converting the units into actual shares at that time.
Welltower Inc. director Patton Ade J. received equity-based awards linked to operating partnership units and common shares. He was granted 1,056 LTIP Units in Welltower OP LLC without cash consideration, scheduled to vest on February 26, 2027, subject to continued service. Once vested and after specified tax-related allocation conditions are met, these LTIP Units can convert into Class A Common Units in Welltower OP, which may then be exchanged for Welltower common shares or their cash value as determined by the company. In addition, he received 1,056 Other Stock Units under the Amended and Restated 2022 Long-Term Incentive Plan, solely to reserve common shares for any future exchanges of OP Units; these Other Stock Units can only be used through such exchanges and any remaining units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. director Dennis G. Lopez received an equity award of 1,787 deferred stock units of common stock on February 26, 2026. The units were granted without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will convert into common stock upon vesting on February 26, 2027. After this grant, Lopez directly holds 18,461.57 shares of Welltower common stock.
DeSalvo Karen B reported acquisition or exercise transactions in this Form 4 filing.
Welltower Inc. director Karen B. DeSalvo reported an equity award of 1,056 deferred stock units of common stock, granted without cash consideration under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. These units vest and will be settled in common stock on February 26, 2027. Following this grant, she directly owns 12,369.59 shares of Welltower common stock.
Welltower Inc. director Kenneth J. Bacon received equity-based awards tied to the company’s operating partnership and common stock. On February 26, 2026, he was granted 1,056 LTIP Units in Welltower OP LLC without cash consideration. These LTIP Units are intended to qualify as profits interests and are scheduled to vest on February 26, 2027, subject to his continued service.
Once vested and after certain tax-related capital account conditions are met, the LTIP Units can convert into Class A Common Units of Welltower OP, which may then be exchanged for Welltower common shares or equivalent cash, at the issuer’s discretion. To reserve common shares for any such future exchanges, he was also granted 1,056 “Other Stock Units” under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. These Other Stock Units can only be used to acquire common shares through exchanges of OP Units; any remaining units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. director and CEO Shankh Mitra reported equity awards tied to long‑term incentive plans. On February 13, 2026, 193,535 LTIP Units and 276,735 LTIP Units vested and were automatically converted into the same number of OP Units in Welltower OP LLC, with no cash paid for vesting or conversion.
To reserve common shares for any future exchanges of these OP Units, Mitra also received 470,270 Other Stock Units under the 2022 Long-Term Incentive Plan, deemed vested upon the LTIP vesting. These Other Stock Units can only deliver Welltower common shares through exchange of OP Units, and any unused units will be canceled for no consideration.