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Welltower Inc SEC Filings

WELL NYSE

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.

Comparing occupancy rates across 1,900 seniors-housing suites or tracking the impact of a new RIDEA joint venture? Welltower’s SEC documents routinely top 250 pages and scatter key metrics across footnotes and exhibits. Finding the rent roll you need—or the exact day an executive exercised options—can feel impossible.

StockTitan solves that problem. Our AI reads every Welltower annual report 10-K simplified, Welltower quarterly earnings report 10-Q filing and Welltower 8-K material events explained before the ink dries on EDGAR. It highlights segment NOI, occupancy changes and acquisition cap rates in plain language, then links you straight to the source page. Real-time alerts flag Welltower Form 4 insider transactions real-time so you never miss meaningful buying or selling.

Need answers fast? Search naturally—“Welltower proxy statement executive compensation” or “understanding Welltower SEC documents with AI”—and land here. You’ll see:

  • Instant summaries of 10-Ks, 10-Qs and 8-Ks with occupancy and rent-growth call-outs
  • Detailed tables of Welltower insider trading Form 4 transactions and Welltower executive stock transactions Form 4
  • Side-by-side quarter comparisons for cash flow and FFO—ideal for Welltower earnings report filing analysis
  • Auto-generated explanations that turn legalese into clear, actionable notes

Whether you’re modeling dividend sustainability or monitoring portfolio acquisitions, our comprehensive coverage and AI-powered summaries put every Welltower filing—past and present—at your fingertips. Complex disclosures become clear, so you can focus on decisions, not document hunts.

Rhea-AI Summary

Dennis G. Lopez, a director of Welltower Inc. (WELL), received 73 shares of common stock on 08/21/2025 as dividend equivalent rights settled in stock. The transaction shows a per-share price of $166.94 and the filing reports the reporting person’s beneficial ownership following the transaction as 16,555.57 shares. The filing’s explanatory note clarifies these shares represent dividend equivalents accrued on outstanding deferred stock units that may only be settled in common stock. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Lopez on 08/25/2025.

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Rhea-AI Summary

Welltower Inc. (NYSE: WELL) has filed a Rule 424(b)(7) prospectus supplement covering the resale of 949,412 previously issued common shares by Maverick Purchaser II LLC. The shares were issued as non-cash consideration in a recently completed property acquisition (the “Transaction”). Welltower will receive no proceeds from any sales; all net proceeds accrue to the selling stockholder. Sales may occur on the NYSE, in private transactions or via other permitted methods at prevailing or negotiated prices.

The filing reiterates Welltower’s profile as a healthcare-focused REIT with a global portfolio of 1,500+ senior living and outpatient properties and outlines standard risk factors (market volatility, capital access, regulatory changes, dividend limitations, REIT qualification tests). It also details anti-takeover provisions and ownership limits (9.8% cap) designed to preserve REIT status. As of 25 Jul 2025, Welltower had 667.9 million shares outstanding; the offered block represents ~0.14% of total shares, implying minimal dilution risk but potential short-term trading overhang. The common stock last traded at $158.29 on 28 Jul 2025.

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Rhea-AI Summary

Norges Bank (the central bank of Norway) filed Amendment No. 1 to Schedule 13G regarding its holdings in Welltower Inc. (ticker WELL, CUSIP 95040Q104) for the event date 30 June 2025. The filing discloses:

  • Beneficial ownership: 32,249,762 shares.
  • Percent of class: 4.9%, positioning the holder just under the 5 % large-shareholder threshold.
  • Voting power: Sole voting & dispositive power over 31,897,184 shares; no shared voting power.
  • Dispositive power: Shared over 352,578 shares.

The stake is held on behalf of the Government of Norway and is certified as acquired in the ordinary course of business with no intent to influence control. Because ownership now stands at ≤5 %, Norges Bank is no longer classified as a “5 % holder,” potentially reducing future filing obligations. No financial metrics or strategic intentions are provided beyond the regulatory disclosure.

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Rhea-AI Summary

Welltower OP LLC, a subsidiary of Welltower Inc. (NYSE: WELL), has launched a two-tranche senior unsecured debt offering totaling $1.25 billion, fully and unconditionally guaranteed by the parent REIT.

The issuance comprises (i) $600 million 4.500% notes due July 1, 2030, priced at 99.942% of face value, and (ii) $650 million 5.125% notes due July 1, 2035, priced at 99.736%. Interest on both series accrues from June 27 2025 and is payable semi-annually on January 1 and July 1, beginning January 1 2026.

  • Gross proceeds: $1,247,936,000
  • Underwriting discount: $7,825,000 (0.600% on 2030 notes; 0.650% on 2035 notes)
  • Net proceeds (before expenses): $1,240,111,000
  • Ranking: senior unsecured obligations of the issuer; effectively subordinated to secured debt and to liabilities of subsidiaries
  • Optional redemption: redeemable, in whole or in part, at the make-whole prices described in “Description of the Notes—Optional Redemption”
  • Listing: the notes will not be listed on any securities exchange

The notes will settle through DTC, Clearstream and Euroclear on or about June 27 2025. Wells Fargo Securities, J.P. Morgan and PNC Capital Markets are joint book-running managers, leading a syndicate of 25 underwriting firms. Investors are directed to the Risk Factors section (page S-6) and the Use of Proceeds section (page S-10) for additional context.

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FAQ

What is the current stock price of Welltower (WELL)?

The current stock price of Welltower (WELL) is $167.4 as of August 28, 2025.

What is the market cap of Welltower (WELL)?

The market cap of Welltower (WELL) is approximately 110.9B.
Welltower Inc

NYSE:WELL

WELL Rankings

WELL Stock Data

110.92B
668.43M
0.06%
98.93%
1.53%
REIT - Healthcare Facilities
Real Estate Investment Trusts
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