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.
Welltower Inc. SEC filings document the public-company record for a NYSE-listed health care real estate owner and its operating subsidiary, Welltower OP LLC. The disclosures cover operating results and supplemental information for senior housing and wellness housing communities, funds from operations, same-store net operating income and other portfolio metrics tied to the company’s real estate platform.
Material-event filings describe credit agreements, unsecured revolving facilities, shelf registration activity, resale and OP unit share issuance, at-the-market equity programs and NYSE-registered common stock and note guarantees. Proxy materials cover board matters, executive compensation programs and shareholder voting, while governance disclosures frame the company’s capital structure and operating model.
Welltower Inc. used this filing to share that it expects to raise its quarterly common stock dividend to $0.85 per share beginning with the second quarter of 2026. The company describes this as a roughly mid-teens percentage increase, following low double-digit dividend increases in each of the past two years.
Management links the larger dividend to a low payout ratio and strong cash flow per share growth, as well as confidence in future growth supported by what it calls extraordinary balance sheet strength. The CEO highlights approximately $11 billion of net investment activity in 2025 and $10.5 billion of closed or announced investment activity through the first four months of 2026, alongside expectations for attractive unlevered returns on acquisitions. The company also emphasizes its technology-enabled operating platform and significant free cash flow, while noting that any future dividend remains subject to further review and approval by the Board.
Welltower Inc. CEO Shankh Mitra reported a bona fide gift of 162 shares of Common Stock. The transfer was coded as a gift at a stated price of $0.00 per share and is a non-market disposition. Following this transaction, he holds 76,477 shares of Common Stock directly.
The filing also notes 62 shares of Common Stock held by children in his household, reported as indirect ownership. A footnote states that Mitra disclaims beneficial ownership of the shares held by his children.
Welltower Inc. director Dennis G. Lopez reported a small equity award rather than an open-market trade. On this Form 4, he acquired 63 shares of common stock at an indicated value of $216.01 per share through a grant classified as a "grant, award, or other acquisition."
According to a footnote, these shares represent dividend equivalent rights that accrued on outstanding deferred stock units he already holds, and they may only be settled in common stock. After this award, Lopez directly holds 18,524.57 shares of Welltower common stock.
Welltower Inc. reported voting results from its 2026 Annual Meeting of Shareholders. All nine director nominees were elected, each receiving more votes for than against, with broker non-votes recorded on each director proposal.
Shareholders ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 611,182,123 votes for, 50,179,748 against and 815,866 abstentions. However, shareholders did not approve, on an advisory basis, the compensation of the company’s named executive officers, which received 120,364,416 votes for, 515,585,650 against, 1,208,877 abstentions and 25,018,794 broker non-votes.
Cohen & Steers reports beneficial ownership of 36,139,692 shares of Welltower, Inc. Common Stock, representing 5.18% of the class. The filing states Cohen & Steers has sole voting power for 29,842,553 shares and sole dispositive power for 36,139,692 shares.
The Schedule 13G lists Cohen & Steers, Inc. and four related entities as filers and notes those entities hold the securities for the benefit of their account holders. The filing is signed by compliance officers on 05/15/2026.
Welltower Inc. director Kenneth J. Bacon converted operating partnership units into common stock in a routine equity event. On May 1, 2026, 2,627 OP Units were exchanged for the same number of Welltower common shares at a stated price of $0.00 per share, reflecting a non-cash derivative conversion.
Following the transaction, Bacon directly held 14,306 shares of Welltower common stock. He also continued to hold 3,591 OP Units, which are described as exchangeable into common shares or their cash equivalent under prior award terms. No open-market buying or selling was reported in this filing.
Welltower Inc. director and CEO Shankh Mitra reported a non-market transfer of shares. On April 30, 2025, he made a bona fide gift of 700 shares of Common Stock at a stated price of $0.00 per share, leaving 76,639 shares held directly.
The filing also lists 62 shares of Common Stock held indirectly by children who share his household. A footnote states that Mitra disclaims beneficial ownership of these indirectly held shares for Section 16 and other purposes.
Welltower Inc reported a Schedule 13G filing by Vanguard Capital Management stating it beneficially owns 52,720,335 shares of Welltower common stock, representing 7.55% of the class. The filing shows Vanguard has sole dispositive power over 52,720,335 shares and sole voting power for 7,367,901 shares. The filing is signed by Ashley Grim as Head of Global Fund Administration.
Welltower Inc reported that Vanguard Portfolio Management beneficially owned 41,946,928 shares of Welltower common stock, equal to 6.01% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over those shares and sole voting power for 83,879 shares; ownership is exercised through Vanguard Portfolio Management LLC and specified affiliates.
Welltower Inc. filed an 8-K describing two prospectus supplements tied to its automatic shelf registration statement. One supplement registers the offer and resale by a selling stockholder of up to 138,740 shares of common stock issued as part of a recent property acquisition.
The other supplement covers up to 176,172 shares of common stock that may be issued if holders of Class A common units of Welltower OP LLC redeem those units. The filing also adds Gibson, Dunn & Crutcher LLP legal and tax opinions as exhibits to the registration statement.