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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

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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Rhea-AI Summary

Welltower OP LLC, guaranteed by Welltower Inc., has priced a two-tranche investment-grade bond offering totaling $1.25 billion.

  • $600 million 4.500% notes due July 1, 2030, priced at 99.942% to yield 4.513% (T+67 bps).
  • $650 million 5.125% notes due July 1, 2035, priced at 99.736% to yield 5.159% (T+87 bps).

Both series settle on June 27, 2025 (T+2) and carry anticipated ratings of A3/A-. Interest is paid semi-annually on January 1 and July 1, beginning January 1, 2026. Investors benefit from a make-whole call at T+15 bps and a par-call window starting one month (2030 tranche) or three months (2035 tranche) before maturity. The offering was led by a broad syndicate of banks, including Wells Fargo, J.P. Morgan and PNC Capital Markets.

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FAQ

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

The current stock price of Welltower (WELL) is $152.13 as of June 28, 2025.

What is the market cap of Welltower (WELL)?

The market cap of Welltower (WELL) is approximately 98.9B.

What is Welltower Inc.?

Welltower Inc. is a healthcare real estate investment trust (REIT) that funds and manages a diversified portfolio of seniors housing, medical office, and post-acute care properties.

What are the core business areas of Welltower?

The company focuses on investing in and managing healthcare infrastructure, including seniors housing, outpatient medical properties, and skilled nursing/post-acute care facilities across major markets.

How does Welltower generate revenue?

Welltower generates revenue by deploying capital to acquire, develop, and manage income-producing healthcare properties while partnering with leading healthcare operators for sustainable cash flow.

Which markets does Welltower operate in?

Welltower has a significant presence in the United States and also operates in mature healthcare markets such as Canada and the United Kingdom.

What differentiates Welltower from other REITs?

Welltower is distinguished by its focused investment in healthcare real estate, strategic partnerships with top healthcare providers, and a disciplined, transparent approach to capital deployment and property management.

How does Welltower support innovative healthcare delivery?

By funding state-of-the-art healthcare infrastructure, Welltower enables care providers to scale innovative care delivery models that offer effective, lower-cost treatment alternatives.

What role do strategic partnerships play for Welltower?

Strategic partnerships are central to Welltower's business model, ensuring alignment with experienced healthcare operators and enhancing the performance and operational efficiency of its property portfolio.

How does Welltower manage its capital structure?

Welltower manages its capital through disciplined deployment strategies, carefully balancing acquisitions, development projects, and property dispositions to maintain robust liquidity and transparency.
Welltower Inc

NYSE:WELL

WELL Rankings

WELL Stock Data

98.90B
653.66M
0.04%
98.79%
1.68%
REIT - Healthcare Facilities
Real Estate Investment Trusts
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United States
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