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. insider filing: Senior Vice President and Chief Accounting Officer Joshua Fieweger reported a routine share withholding related to equity compensation. On 01/15/2026, 124 shares of Welltower common stock were withheld at a price of $188.18 per share. These shares were withheld upon vesting of restricted stock units to satisfy tax withholding obligations, rather than being sold in the open market. After this transaction, Fieweger beneficially owned 21,269 shares of Welltower common stock in direct form.
Cohen & Steers, Inc., together with its investment adviser subsidiaries, reports beneficial ownership of 33,804,723 shares of Welltower, Inc. common stock, representing 4.93% of the class. Cohen & Steers, Inc. has sole voting power over 27,430,007 of these shares and sole dispositive power over all 33,804,723 shares, with no shared voting or dispositive power.
The shares are held by Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited for the benefit of their respective account holders, who are entitled to dividends and sale proceeds. The group certifies that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Welltower.
Welltower Inc. director Dennis G. Lopez reported an equity award in the form of deferred stock units tied to the company’s common stock. On 12/31/2025, he acquired 57 units at a price of $0 under the Welltower Inc. Amended and Restated 2022 Long-Term Incentive Plan, increasing his beneficial ownership to 16,674.57 shares of common stock held directly.
The deferred stock units were granted without cash consideration and are scheduled to vest on February 28, 2026, provided he continues to serve through that date. Upon vesting, each unit will be settled in shares of Welltower Inc. common stock, effectively converting this award into additional share ownership at that time.
Welltower Inc. director equity awards reported
A Welltower Inc. director reported receiving equity-based awards dated 12/31/2025. The filing shows an award of 49 LTIP Units in Welltower OP LLC, granted without cash consideration and intended to qualify as profits interests for U.S. federal income tax purposes. These LTIP Units are scheduled to vest on February 28, 2026, if the director continues in service on that date.
Once vested and after certain tax allocation conditions are met, the LTIP Units can be converted into OP Units, which may then be exchanged for Welltower common shares or the cash value of those shares. To reserve common shares for any future exchanges, the director also received 49 Other Stock Units under the company’s 2022 Long-Term Incentive Plan, which can be used only in connection with OP Unit exchanges and are canceled if unused.
Welltower Inc. executive Timothy McHugh, Co-President and CFO, reported an insider transaction in the company's common stock. On 12/16/2025, a transaction coded "G" involved 500 shares at a reported price of $0, after which he directly held 23,398 common shares.
The filing also lists 26 common shares held indirectly by children who share his household and states that he disclaims beneficial ownership of those shares.
Welltower Inc. (WELL)
After this transaction, McQueen beneficially owned 27,422 Welltower shares in total, held directly. The filing notes that the acquisition under the employee plan was exempt from certain short-swing profit rules under Rule 16b-3(c) and Rule 16b-3(d). The shares were purchased at 85% of the closing stock price on June 2, 2025, which was the first trading day of the ESPP offering period.
Welltower Inc. (WELL) senior officer reports ESPP share purchases. SVP and Chief Accounting Officer Joshua Fieweger filed a Form 4 disclosing acquisitions of Welltower common stock under the company’s Employee Stock Purchase Plan.
On 05/30/2025, he acquired 124 common shares at $113.93 per share, bringing his directly held position to 21,340 shares. On 11/28/2025, he reported an additional 53-share transaction at $131.94 per share, after which he held 21,393 shares directly.
The filing notes these common shares were purchased through the ESPP at 85% of the closing stock price on the first trading day of each offering period, and the transactions are described as exempt under Rule 16b-3(c) and Rule 16b-3(d).
Welltower Inc. reported an insider share purchase by its Co‑President and CFO, Timothy McHugh. On 11/28/2025, he acquired 53 shares of Welltower common stock under the company’s Employee Stock Purchase Plan at a price of $131.94 per share. The filing notes this transaction is exempt under Rules 16b‑3(c) and 16b‑3(d), which cover certain employee benefit and issuer‑approved transactions.
Following this purchase, McHugh beneficially owns 23,898 common shares directly. The filing also reports 26 additional shares held indirectly by his children, for which he disclaims beneficial ownership, indicating these are reported for transparency but should not be viewed as his ownership for other Section 16 purposes.
Welltower Inc. executive reports small stock purchase under employee plan
Welltower Inc. Co-President and CIO Nikhil Chaudhri reported acquiring 31 shares of Welltower common stock on 11/28/2025 through the company’s Employee Stock Purchase Plan. The filing states the purchase price was $131.94 per share, determined as 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. After this transaction, Chaudhri beneficially owns 449 shares of Welltower common stock held directly. The transaction is reported as exempt under Rule 16b-3(c) and Rule 16b-3(d), which generally cover certain employee benefit and compensatory arrangements.
Welltower Inc. CEO and director Shankh Mitra reported acquiring 64 shares of Welltower common stock on 11/28/2025 through the company’s Employee Stock Purchase Plan. The shares were bought at a price based on 85% of the closing stock price on 06/02/2025, the first trading day of the ESPP offering period.
Following this transaction, he is reported as directly holding 77,339 common shares. Additional shares held by children in his household are reported as indirectly owned, but he expressly disclaims beneficial ownership of those shares.
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