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.
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- 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
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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.
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.
Welltower Inc. director reports small stock accrual
A director of Welltower Inc. (WELL) reported acquiring 62 shares of common stock on 11/20/2025 at a price of $197.58 per share. After this transaction, the director beneficially owns 16,617.57 shares of Welltower common stock in direct ownership.
The filing explains that these 62 shares represent dividend equivalent rights that accrued on outstanding deferred stock units held by the reporting person, and these rights may only be settled in common stock. The report is filed as a Form 4 by a single reporting person in the capacity of a director.
Cohen & Steers filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of Welltower, Inc. (WELL) common stock. As of 09/30/2025, the group reported 34,062,384 shares beneficially owned, representing 5.09% of the class. They report sole voting power over 27,008,920 shares and sole dispositive power over 34,062,384 shares.
Subsidiary details include Cohen & Steers Capital Management, Inc. with 33,673,350 shares (5.03%), Cohen & Steers UK Limited with 359,824 shares (0.05%), and Cohen & Steers Ireland Limited with 29,210 shares. Cohen & Steers Asia Limited reported 0 shares. The securities are held for the benefit of the firms’ account holders.
The filer certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Welltower.
Welltower (WELL) filed a Form 4 reporting insider activity by its Chief Legal Officer. On 05/30/2025, the officer acquired 81 shares of common stock under the Employee Stock Purchase Plan at $113.93 per share, bringing directly held shares to 27,351. The ESPP purchase price reflects 85% of the closing stock price on December 2, 2024.
The filing also reports equity awards granted without cash consideration: 271,367 LTIP Units in Welltower OP LLC and 271,367 Other Stock Units under the 2022 Plan. LTIP Units are intended to qualify as profits interests and may convert into OP Units subject to tax allocation conditions. The resulting OP Units may be redeemed for common shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. The Other Stock Units serve solely to reserve shares for any such future redemptions and are canceled to the extent OP Units are redeemed.
Welltower (WELL) Form 4: Vice Chairman and COO John F. Burkart acquired 141 common shares on 05/30/2025 via the Employee Stock Purchase Plan at $113.93, reflecting 85% of the 12/02/2024 closing price. Following this, he directly owned 1,605 common shares. In addition, he was awarded 285,649 LTIP Units in Welltower OP LLC (granted without cash consideration), which are intended to convert to OP Units and may be redeemable for Welltower common shares in equal quarterly installments from January 1, 2030 through December 31, 2035. To reserve shares solely for such redemptions, he also received 285,649 Other Stock Units under the 2022 Plan.
Welltower (WELL) reported insider activity by Co‑President and CFO Timothy McHugh. On 05/30/2025, he acquired 61 common shares via the Employee Stock Purchase Plan at $113.93. Following the transaction, he beneficially owned 23,845 shares directly and 26 indirectly by children.
On 10/30/2025, he was granted, without cash consideration, 492,745 LTIP Units in Welltower OP LLC and 492,745 Other Stock Units. Subject to award terms, resulting OP Units may be redeemed for Common Shares in equal quarterly installments from January 1, 2030 through December 31, 2035.
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